Send Lead details using email template to specific user email address when lead is created

Question

I have a simple web-to-lead that works as expected. What I want to do is send a copy of the form details if the lead meets a certain condition. Condition being:

LeadSource = "example".

The email that I want to send a copy of the lead to is a user on the account. I have created an email template that I would like it to use so that certain fields can be omitted in the copy. That looks like so:

{!Lead.Id}

NEW LEAD .... 

First Name: {!Lead.FirstName}
Last Name: {!Lead.LastName}
Email: {!Lead.Email}
Phone: {!Lead.Phone}
Company: {!Lead.Company}
Country: {!Lead.Country}
State: {!Lead.State}
City: {!Lead.City}
Lead Source: {!Lead.LeadSource}
Inquiry Details: {!Lead.Inquiry_Details__c}

This is how I want the email to be formatted when the new lead is created (from web-to-lead). I don't know much about how to get this to work in salesforce, but I started using an email alert. This email alert uses the template created above. The recipient-type is specified as the user I want the email copy to go to. Let's say it's [email protected].

Next, I tried to trigger that email alert using a flow. The flow is structured as so:

VISUAL

---

START

• Record-Triggered Flow

  • Object: Lead
  • Trigger: A record is created
  • Conditions: 1 (condition: LeadSource = "example")
  • Optimize for: Actions and Related Records

• EMAIL ALERT

  • alert created (previously mentioned)
  • Record ID: {!$Record.Id}

END

---

Whenever I run a test and chose a lead to test it on it shows completed with no errors. However, I am not getting the email sent to my inbox.

Summary:

1. New lead created from web-to-lead with LeadSource = "example"
2. Send a copy of that lead via email using a desired email template to a specific email address.
3. Also, maintain the lead in the original lead area on SF.

-- I don't have much preference as to how this is accomplished, as long as it works.

Answer 1

Everything you have done so far is correct.

Perhaps, it is the way you are testing it. I imagine you have your flow deactivated and are running your test with the debug feature and are selecting a lead, etc.

However, you are using a Record-Triggered Flow with the trigger being A Record is Created. When you are running the test and selecting a record, there is no record creation process in effect.

If your test keep returning as completed. Try activating your flow and submit a new lead via your web-to-lead. This lead creation should trigger your flow and the events within.