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Lisa_Forson
Lisa_Forson
Level 2
October 16, 2019
Question

Form fill and submission - send email to internal team

  • October 16, 2019
  • 1 reply
  • 3537 views

Hi all,

We will be looking to implement a form that once completed by a client, it generates an email to our customer service center with the details from the form included within it.

Can anyone point me to any product docs or assistance with this?  I can't seem to find anything which tells me how we would set up the automatic email send to an internal team (a generic mailbox address).

Thank you!

Lisa

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
October 16, 2019

Look up the docs for Send Alert -- this is what alerts are for.

Set up a Smart Campaign triggering on Filled Out Form, and include {{lead.tokens}} in the alert email.

Lisa_Forson
Lisa_ForsonAuthor
Level 2
October 16, 2019

Awesome, thank you!

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