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.

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

Engage:

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