I'm trying to find a way to automatically send a response email to a lead that submits my web-to-lead form. I'm not using a "default" Salesforce W2L form, but a custom one, and it seems that the default auto-response rule doesn't work with custom web-to-led forms. So instead i'm trying to make a workflow rule that would do the same than the autoresponse-rule, but i'm actually struggling in setting up the rule. I'm sure this is a common situation and that lots of salesforce users actually use a workflow rule for auto response email, but i just can't find a way to set it up does anyone has an idea on how I would achieve this?
Thanks a lot.
I hope someone could help me on this one. Let’s say I want my lead to download a white paper on my website. Every time a lead downloads a whitepaper I want to associate the lead to the paper and to the download action itself and track this information in my custom reports.
So I have created one custom object called "WhitePaper", and it contains custom fields such as "Title", “Author”; etc. I have another custom object called “Download” which contains fields such as “Download Date”, “Special Offer” etc. This “Download” custom object is linked to the “Lead “and to the “WhitePaper" object with lookup fields.
I would like to track some of the following elements in my custom reports:
The lead generated by white paper
The opportunity generated by whitepaper
The revenue generated by whitepaper
The problem is that the information of the custom objects ‘WhitePaper’ and ‘Download’ associated to the lead are not carried on to the contact when the lead is converted into a contact / account. So i'm not able to track “opportunities by whitepaper” in my reports for example.
Here’s how my custom objects look like:
WhitePaper (lookup with custom object ‘WhitePaper’)
Lead (Lookup with leads)
Opportunity (Lookup with opportunities)
I've tried to link both object to account, contact and opportunities with lookup fields, but none of that would allow me to carry on the information to the contact once the lead has been converted.
Has anyone an idea on how I could do to make sure the custom object info are automatically carried on from the lead to the contact when converted?Thanks.