Auto send email with attachment when new lead with unique identifier is added
I am building a Qualify and Route leads chatbot. One of the options is for prospects to receive a report. Is it possible to have a workflow that automatically sends the report as an attachment to leads with a unique identifier, when the lead is loaded in the leads inbox? I'm struggling to make this work.
- In the Leads Qualification step in the Playbook Editor, I see only "Schedule a meeting" as an Activity option. Any way to add "Email" here? This would be the cleanest option. (see attached)
- If 1. above is not an option, how do I identify the leads that come from that particular Qualify and Route Chatbot sub-stream, and only send the report to them?
- I am struggling to see where I can add attachments to emails in workflow automations.