I’m creating a product claim submission form that will be filled out by customers, and id like the corresponding sales rep to receive an email when one of their customers fills out the form. However, the sales reps are not board members, and the customer isnt going to type their email in the field. Im looking to have a dropdown of sales rep names and the customer would select their corresponding rep. Tying that selection to an automatically generated email to that reps email address is where we’ve become stumped. We have the plus plan.
I’d recommend using a ‘database’ board where you have the text from the dropdown as the item name and then the sales rep that matches in a people column.
Then create a workflow that says when a form submitted, find matching data on ‘database board’ and have it find the item that matches the dropdown that was selected and then notify the sales rep from that item. I’ve done similar with assigning/notifying based on state assignments.
Desiree - www.thecleverclovers.com
Hello @toneill88
Yep, this is possible on Plus.
Use a Dropdown column for “Sales Rep” in the form, then build automations like:
When Sales Rep changes to Rep A
Send email to repA@company.com
This works even if reps aren’t board members since the email can go to any address. You’ll need one automation per rep.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here:
Calendly
You can do this by adding a Dropdown column to the form for “Sales Rep” and a hidden Email column on the board. Set automations so that when a specific rep is selected, their email address is automatically filled into the Email column. Then add one automation to send an email to that Email column when the item is created. The customer only selects the rep’s name, and the correct sales rep gets notified automatically.