I have a team who sends a standard welcome email (template) to each Open lead every morning. They then change the lead status to Contacted. I would like to automate this process and believe Flow would help me with this. I have been trying to figure out the steps I need to take to accomplish this and have been unsuccessful so far. Any thoughts or hints would be very appreciated.
Hey @Ken Huelskamp, you can create a record triggered flow on email message object to check for the email and then update the status on the Lead record.
Here is the article providing an example usecase of how to use email message trigger:
https://help.salesforce.com/s/articleView?id=000393845&type=1
You can reference this article to create your own flow and utilize the Subject as a filter criteria as your email template has a static text.
