get the contact information on lead convert into account email template

Question

I have created a workflow rule that works fine when an lead is converted into account. It sends an email towards a specific sales agent but without the full data needed.

Email template example:

Account Name: Women Voice Network 
Website: www.womenvoicenetwork.com 
*Contact Name: [data missing]
Contact Email: [data missing]
Phone: [data missing]

I don't know how to sync the contact information with the account information in the email template. My goal is when a lead is converted to send a full information towards the sales agents.

Going more into details: I have email template ready with the following information:

Account Name: {!Account.Name} 
Website: {!Account.Website} 
Contact Name: {!Contact.Name} 
Contact Email: {!Contact.Email} 
Phone: {!Contact.Phone} 

Then I have created a workflow upon account creation to send that email to a specific user.

Then i have a full lead prepared with info needed from the email template and upon converting the last 3 rows are missing as described above.

Please advise,

Darko

Answer 1

So this is how I found a workaround of this issue that I had it for some time.

Instead of creating a workflow for the account object I created a workflow for the Lead object and I added the following criteria:

Evaluation Criteria

Every time lead is created, and any time it's edited to subsequently meet criteria.

Rule Criteria

Lead:converted equal to true.

And in the Email Template I am keeping the same fields as above.

Account Name: {!Account.Name} 
Website: {!Account.Website} 
Contact Name: {!Contact.Name} 
Contact Email: {!Contact.Email} 
Phone: {!Contact.Phone} 

This way every time a lead is converted it will activate the workflow rule and send an email towards the sales with the information mentioned in the email template.

Kind Regards,

Darko