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James WestonJames Weston 

Using Web To Lead and Lead Assignment Rules

Hi everyone,


This is my situation:

I have a web-to-lead form set up on my website. I'm trying to use a lead assignment rule to send an email using an email template to one of our SalesForce users whenever a lead record is placed into the database. The checkbox for "Set this as the active lead assignment rule" is checked. In criteria, whenever i put "True" no lead record is populated in the database and no email is sent. When I put "False" in the criteria the lead object is placed into the database, but now email is sent to the selected user.

As another note, the template I'm using has been testing and works.



I think you need to use auto-response rules to send out email