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 equal to "Residential Retail" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If Status is equal to "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 Rule when you are finished

    Automations Event - Recipe 09

    Screen Shot 2021-08-05 at 2.30.13 PM