CRM

Muhammed-Elamir
Colaborador(a)

Send notification to an email when we have new lead

resolver

hello, we have a sales professional plan, I need to make a flow to send notifications to an email when we have new contact created. 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Send notification to an email when we have new lead

resolver

Hi @Muhammed-Elamir,

 

This can be achieved with a simple workflow under Menu > Automation > Workflows.

 

Create a contact-based workflow and set it up like this:

 

karstenkoehler_0-1690180214773.png

 

This would be triggered by form submissions. If you want not only contacts who are being generated by form submissions but all contacts, instead enroll contacts when "Create date is known".

 

This would however also mean that upon an import of hundreds of contacts, hundreds of notifications are sent.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Send notification to an email when we have new lead

resolver

Hi @Muhammed-Elamir,

 

This can be achieved with a simple workflow under Menu > Automation > Workflows.

 

Create a contact-based workflow and set it up like this:

 

karstenkoehler_0-1690180214773.png

 

This would be triggered by form submissions. If you want not only contacts who are being generated by form submissions but all contacts, instead enroll contacts when "Create date is known".

 

This would however also mean that upon an import of hundreds of contacts, hundreds of notifications are sent.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.