Create other entities than Lead using "Lead capture"

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Nth20
    Junior Member
    • Jun 2025
    • 14

    #16
    Thanks Victor, It is really a pity that you do not have function to send email for the Lead capture form. I think I will need to use the Gravity Form instead. What is the best method to capture the Leads from Gravity form please? Is there any way to show the Gravity form title in the Leads? Thanks in advance for your help!

    Comment

    • lazovic
      Super Moderator
      • Jan 2022
      • 1121

      #17
      Nth20,

      Can you please explain in a little more detail the process you need to link Lead Capture and emails? Do you want a specific email to be sent to the lead after they fill out the form? I would appreciate the details.

      Comment

      • Nth20
        Junior Member
        • Jun 2025
        • 14

        #18
        Thanks Iazovic, Yes, after my clients submit the Lead capture form, I would like the form fields sent to my email and maybe sent to my client's email too. Like the Gravity Form, after clients submited the Gravity form, they will get a notification email with all fields submitted and we also got a notification email too. So I would like to have a specific email to be sent to both clients and my business email with all the fields data so we will work with clients through that email please.

        Comment

        • lazovic
          Super Moderator
          • Jan 2022
          • 1121

          #19
          Nth20,

          You can create a workflow that will be triggered and make some actions (e.g., send emails) when a Lead (or Contact) is processed through the Lead Capture (confirmed opt-in if it's enabled).

          Use the @leadCapture signal for this case. More about workflows with a Signal trigger type you can find here: https://docs.espocrm.com/administrat...kflows/#signal.

          Comment

          Working...