Business process diagram (Fig. 1) elements:
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Incoming signal for creating a lead through a landing page - when you create a lead through a landing page, the signal is activated and the business process is started.
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Reading the created lead data - obtaining lead parameters that will be later used in the business process.
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Sending an email - sending an email with the specified text and the lead data obtained in the previous step of the business process.
To do this:
- Place the [ Signal ] element on the diagram. The element is located in the [ Initial events ] group — "Lead created” . The element will be activated when a lead is created registered via a landing page.
- Set up the signal parameters (Fig. 2).
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In the [ Object ] field, set "Lead".
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In the [ What event should happen? ] field, select "Add record".
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In the [ Added record must correspond to conditions ] field, select "Add record".
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- Add the [ Read data ] element of the [ System actions ] group and name it "Read lead". The "Read lead" element will read data from the added lead.
- Set up the element parameters (Fig. 3).
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In the [ Which data read mode to use? ] field, select “Read the first record in the selection”.
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In the [ Which object to read data from? ] field, select ”Lead”.
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In the [ How to filter records? ] area, set the filter “Id = Lead created.Record ID". To do this, click <Add condition>, select the “Id” column, in the displayed menu select the [ Compare with parameter ], and then in the appeared window select [ Unique record ID ] of the “Lead created” element.
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- Add the “Send e-mail” element and set the following parameters (Fig. 4):
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Specify the necessary email account in the [ From ] field. To do this, select [ Select from lookup ] in the parameter value menu, then in the [ Synchronization with mailbox settings ] lookup, select one of the configured email accounts.
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In the [ To ] field, specify the email of the recipient. To do this, select [ Process Parameter ] in the value window of the [ Contact ] menu item. Select the “Read lead” element in the pop up window and select “Owner” in the [ Process parameter ] field.
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In the [ What is the message? ] field select “Template message”.
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Select the existing template in the [ Template message ] field. The [ Subject ] field is populated automatically.
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Select “Send email automatically” in the [ How is the message sent? ] field.
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- After creating the process elements, connect each element with the next one by dragging the
element in the upper right corner of the selected process element.
- Save the created business process.
As a result of the business process, upon receiving a lead via a landing page, an email is sent to the responsible employee.