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Dear all,


I need to create an auto-responder via E-Mail, in case a new lead was created based on an incoming mail.

Use-case where we want to send an auto response

  • new mail was send to marketing@domain.com from customer@companyB.com
  • marketing@domain.com is assigned to a sales-team in CRM
  • when a new mail arrives, a new lead is created
  • now, a mail is sent to customer@companyB.com with a confirmation, that we will get in contact with the customer

Use-case where we will NOT send an auto response

  • a sales-Team-member simply creates a new lead

how is it possible to  implement it? So far, I was only able to create a rule which sends a confirmation mail when a new lead was created. no matter if the lead was created by mail or manuall by a sales team member. 

thanks a lot!

الصورة الرمزية
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الكاتب أفضل إجابة

Dear Danish,

thanks for the reply. Unfortunatelly, i can not find a way to configure the automation in a way, that only "mail-created-leads" send an answer. Do you have an approach?

الصورة الرمزية
إهمال
أفضل إجابة

You should checked in the automation you can setup some rules there on the stage of that lead

الصورة الرمزية
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