Send an email when a new lead created

Iaroslav
Iaroslav Member Posts: 4 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hi. The pretty easy task turns into spending hours. I want to inform myself each time lead is created. I am using Automation Workflow, "Lead Created" trigger, and "Action - Send email using template". I have created a new Template and wanna use it. But there are two required fields that I don't need. Anyway, even though I don't need them I can't select anything in a third one

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As an alternative, I can use instead "Action - Send email using template" just an "Action - Send email". But in this case, I don't have the possibility to pick the necessary custom fields Person-related. In the next example, the "date_of_birth" is a custom field created by me.

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited April 2022 #2

    Can you control the fields on the previous step of the workflow?

     

  • Iaroslav
    Iaroslav Member Posts: 4 VERIFIED MEMBER
    edited April 2022 #3
    Boris Tsibelman said:

    Can you control the fields on the previous step of the workflow?

     

    Yes, I can. In the previous step, I am selecting any of those. 

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    In the next step, I have two fields to start. Which is great

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    But after selecting a previously created Email Template two more fields appear.

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  • Edie Mew
    Edie Mew Member Posts: 168 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited April 2022 #4

    Hi @Iaroslav  please can i check, when you select the fields to populate - are you choosing Deal as well as Lead?

    If you have chosen Deal - it will assume you have a Deal in which needs to be emailed, deselect this field if you dont have any Deals to be emailed

  • Iaroslav
    Iaroslav Member Posts: 4 VERIFIED MEMBER
    edited April 2022 #5
    Edie Mew said:

    Hi @Iaroslav  please can i check, when you select the fields to populate - are you choosing Deal as well as Lead?

    If you have chosen Deal - it will assume you have a Deal in which needs to be emailed, deselect this field if you dont have any Deals to be emailed

    Hi @Edie Mew No, I am leaving it as it is

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  • Eirik Larsen
    Eirik Larsen Member Posts: 3 VERIFIED MEMBER
    edited June 2022 #6

    I have the same problem. Was this problem solved?

  • Edie Mew
    Edie Mew Member Posts: 168 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited April 2022 #7
    Eirik Larsen said:

    I have the same problem. Was this problem solved?

    Hi @Eirik Larsen  and @Iaroslav  I wanted to ask in any of the email templates you are choosing to send via automation - do they contain data fields which pull data from a Deal and not a Lead?

  • Andreia Freixo
    Andreia Freixo Posts: 170 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited April 2022 #8

    Hi,

    As mentioned previously, this seems to come from a field in the email template that you might need to delete.

    If you're still facing this issue, please don't hesitate to reach out to our great support team for help with your automations. We will troubleshoot this with you and check with the technical team if needed.

    Have a lovely day!

  • Eirik Larsen
    Eirik Larsen Member Posts: 3 VERIFIED MEMBER
    edited April 2022 #9
    Eirik Larsen said:

    I have the same problem. Was this problem solved?

    Thanks, problem solved :)

  • Iaroslav
    Iaroslav Member Posts: 4 VERIFIED MEMBER
    edited June 2022 #10
    Eirik Larsen said:

    I have the same problem. Was this problem solved?

    How was it solved? ;)

This discussion has been closed.

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