hello i don't know where best to turn but i have a problem with a workflow. When a potential customer fills out the form on our website, the lead is automatically entered into salesforce and automatically assigned to a campaign "inbound leads website". In the next step i manually change the lead owner. Now i wanted to build a workflow/ automatic process where the lead owner gets an email as soon as an inbound lead from the website was assigned to him. i tried following process on the object campaign member (as i couldnt find the field "campaign" on the Lead object)
criteria:
lead owner = examplename
campaign name = inbound leads website
action: send an email to the lead owner with the message that he got a new lead.
Unfortunately this process is only triggered when i delete the campaign of the lead and add it again. Do you have any idea why ?
best
Hello Maike,
This can be achieved with flows. However, I think it would be better if you could use notifications instead of emails because the limits for email are much stricter than notifications.
You need a record triggered flow upon update with the following conditions: OwnerId is changed true. Since you are already saying that leads from website form becomes a member of the inbound leads website campaign, there is no need to check in this flow.
If you want to notify them via email, you need to have a get element to get their email. You can do this with following conditions: id equals Record.OwnerId.
Then, when you specify the email in the send email action, you need to type GetUser.Email.
You can use either "send email" action or "send custom notification" action to notify the owner using owner field.
