How to send an email to a new Salesforce Lead with Salesforce Lead Auto-Response Rules | Web-to-Lead скачать в хорошем качестве

How to send an email to a new Salesforce Lead with Salesforce Lead Auto-Response Rules | Web-to-Lead

Get ready to automate your lead responses with Salesforce Lead Auto-Response Rules! In this tutorial, I’ll guide you through creating a Salesforce auto-response rule that triggers an email instantly when a lead submits a web form made with Salesforce Web-to-Lead generated HTML code. This is also known as "Auto-Respond to Leads in Salesforce". 🔍 What You'll Learn: How to set up a classic text email template for lead responses Creating a lead auto-response rule that fires when the Lead Source field is set to ‘Web’ Adding the below line of html code to your web-to-lead form to automate responses (no angled brakets allowed in Youtube Description): input id="lead_source" name="lead_source" type="hidden" value="Web" / #salesforce #webtoleadform #webtolead ------------------------------- 🕒 Timestamps: 0:00 Introduction 0:15 This video's sponsor: Ekster Wallets 0:30 Reviewing last video and the problem of not have the Lead Source field filled in. 1:45 How to create a Salesforce classic email template that will be sent to our Lead 3:30 How to create a Salesforce Auto-Response rule 4:55 How to setup the Lead source field to be set to Web when a Salesforce Lead is created 6:36 Test the Lead Source getting set to Web and the email getting sent by the Salesforce Auto-Response rule 7:00 Verify the email got sent 7:25 Verify the Salesforce Lead record has the Lead Source field set to "Web" 7:38 Conclusion - Benefits of setting Lead Source field automatically ------------------------------- ✨ Video Sponsor: Ekster Wallets: https://bit.ly/40p9JFS Meet Ekster – the wallet that’s sleek, slim, ultra-lightweight, and water-resistant. With built-in RFID protection, your cards stay secure, and thanks to Apple AirTag with Apple Find My integration, you’ll never lose track of it again. Crafted with premium materials, quick-access card slots, and designed for ultimate functionality, Ekster is the wallet of the future. Plus, enjoy free shipping, free returns, and a 100-day no-questions-asked guarantee. Upgrade your carry – get Ekster today! ------------------------------- 🔗Related Links: 📌Salesforce Help Article: https://help.salesforce.com/s/article... 📌Live Web to Lead form (scroll down): www.cloudsystm.com 📌Creating a Salesforce Web to Lead form with Recaptha and ChatGPT:    • How to create Salesforce Web to Lead form ...   ------------------------------- ✨🎓 Want to learn how to make money 💵 from anywhere 🏝️? Sign up for my FREE ebook 📖 and course! 🎓 📌 https://bit.ly/3YsE9V8 ------------------------------- ✨ Support my channel 📌Contribute a ’SUPER THANKS’ to this video 📌Buy me a coffee here: https://www.buymeacoffee.com/salesfor... ------------------------------- ✨ Looking to take your Salesforce career to the next level? 🔗 https://bit.ly/3XKevw9 ------------------------------- 🛟 Does your business need extra help with Salesforce? ➡️ Salesforce Consultancy: www.cloudsystm.com ------------------------------- 🔎 Other places to find me: 📌LinkedIn: 🔗  / adrian-deboer   📌Trailhead: 🔗https://www.salesforce.com/trailblaze... ------------------------------- 🏢 My Office supplies and recommended products: 📦 Webcam: https://amzn.to/4dOmqwY 📦Office Chair: https://amzn.to/4eHeUWc 📦 Adjustable Desk: https://amzn.to/3zQ1g3U ------------------------------- 🚨 SUBSCRIBE TO THE CHANNEL 👉 If you enjoy this video, Please like and share it. 👉 Don't forget to subscribe to this channel and press the bell 🔔 for more updates. ⌨ Tell us your opinion by the comment below and what video you want next. ------------------------------- 📌 Topics: salesforce, salesforce web-to-lead, web to lead, salesforce administrator, lead auto response rules Some links may support this channel via affiliate programs #salesforce #auto-response #webtolead