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I'm trying to send an automated email to the contact created when a lead is converted. I'm trying to use workflow but with no succes

Image of workflow

Here's the image of the workflow I created but with no success. I can use apex but would prefer a simpler solution for what seems an easy task. Has anybody done something like this? Why is this workflow not working correctly?

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  • Why not use process builder?
    – glls
    Commented Jul 6, 2017 at 21:49

2 Answers 2

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You can perform this workflow action on the Lead object itself, checking isConverted as true and send the email.

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  • Could this be done with a workflow rule or only an apex trigger would work? Commented Jul 6, 2017 at 21:39
  • workflow itself Commented Jul 6, 2017 at 21:39
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    Perfect I knew it had to be something easy. Thank you very much! Commented Jul 7, 2017 at 1:59
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its' easy you can use workflow or trigger but my favorite process builder is so easy,you can use that isConverted as true and send the email.

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