We have the advanced pack and are setting up our workflows, which is great.
I am trying to make a workflow that updates a lead when we receive the first email from the lead.
The concept we have is:
-> Lead is created through web to lead form (working) - not assigned to a user
-> Workflow sends a welcome introduction email (working)
-> Customer replies to introduction email, or they send an email (customer initiated)
-> Email received into EspoCRM (working)
How do we create the workflow so that when the email is received, as per above, the lead is assigned to a user (that we put in the workflow) and the status changed?
We can do the actions, but just don't know which 'conditions' to use to identify when the email is received.
Thanks in advance.
I am trying to make a workflow that updates a lead when we receive the first email from the lead.
The concept we have is:
-> Lead is created through web to lead form (working) - not assigned to a user
-> Workflow sends a welcome introduction email (working)
-> Customer replies to introduction email, or they send an email (customer initiated)
-> Email received into EspoCRM (working)
How do we create the workflow so that when the email is received, as per above, the lead is assigned to a user (that we put in the workflow) and the status changed?
We can do the actions, but just don't know which 'conditions' to use to identify when the email is received.
Thanks in advance.
Comment