You can create a saved search with an email alert that sends customized email to Sales Reps when new leads are created through online forms.
To send alerts for leads from online forms:
-
Create a lead source (campaign) for the online form. For details about how to do this, see Lead Sources.
-
Create an online form.
-
Set Send Email Notification to False.
-
Set Lead Source to the name of the online form.
-
Set up other values for the online form as needed. For details, see Creating an Online Customer Form.
-
-
Create a new customer saved search.
-
Click Saved Searches > New to open a Saved Customer Search page.
-
Enter a descriptive Search Title.
-
On the Criteria subtab, in the Filter dropdown list, select Lead Source, and in the popup, select the online form name and click Set.
-
-
Set up an email alert for the search on the Email subtab.
-
Check the Send Email Alerts When Records are Created/Updated box.
-
On the Recipients from Results subtab, select Sales Rep from the Recipient Field dropdown list.
-
On the Customize Message subtab, customize the message text as needed, for example by adding CRMSDK tags. For details, see Customizing Saved Search Email Content.
-
-
Save the search.