Automation Recipes

How Do I Create an Automation To Send a “Welcome” Email to a New Lead?

This Event-based Automation will send an Email Template out to newly added Contacts.

Prior to set-up, create an Email Template.


  1. Choose the "Event based" trigger type
  2. Select the "Contact" trigger record
  3. Choose when the record type is "Created"
  4. Select +Add Condition
    1. If Type is  "Residential Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If Status is "Lead" (Status names may vary depending on your Workflow)
  6. Check the radio for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Send Email" Action
  9. Select the appropriate Email Template from the drop-down menu, add your recipients (specifically "Contact"), and then Save
  10. Save the Automation when you are finished

    Screen Shot 2021-08-05 at 2.30.13 PM


Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.