How do I send an email automatically when a lead is created?

[Zoho CRM] How Do I Send An Email Automatically When A Lead Is Created?

Workflow rules help you automate the process of sending an email to a lead as soon as they are added to CRM. Before you set up the workflow rule, you must create the email template. To do this:

  1. Navigate to Setup > Customization > Templates > Email.
  2. Click + New Template.
  3. Select the module to create the email template for from the dropdown list and click Next to open the Template Gallery page.
  4. Design a template from scratch or choose a pre-designed template and click Save.

 

To set up the workflow rule:

  1. Navigate to Setup > Automation > Workflow Rules.
  2. Click Create Rule.
  3. Select the Leads module in the Create New Rule pop-up and enter the rule name and description.
  4. Select On a record action for When do you want to execute this rule? and click Create.
  5. Specify the All Leads as the Condition.
  6. Choose Email Notification under Instant Action.
  7. Select the email template and click Associate.
  8. ‚ÄčClick Save.
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