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Hi all,

We have this use case where our sales team wants to send automated follow-up emails from demo requests.

We know how to personalize emails using dynamic fields with the account owner data, easy.

 

We don't know how to match the lead form data to the account owner to trigger the autoresponder email.

 

For example, if the lead, Joe Smith from Salesforce, fills out a contact us form, we want the Salesforce account owner to have an autoresponder email with their meeting link sent to the lead.

 

Is anyone doing that currently? How are you matching Lead/company to Account Owner?

 

Thank you!

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