How can I have rollbase notify me via email when a new visitor has signed up on our leads portal? I looked high and low but couldn't find out how to activate this using a trigger. Thank you, Kurt
Thank you for this answer. I had sort of figured this might work but it doesn't differentiate whether the lead was created via the portal or in rollbase directly. So if I manually create a lead I will be getting an email. That is what I was hoping to avoid.
You can put a IP Address capture field on the portal page and in your trigger formula you could put something like:
if ("{!ipaddress}" != "")
return true;
else
return false;
The IP Address field would only be empty for leads created on the backend.
Mike,
You're a prince. This worked perfectly! I implemented the first item and haven't progressed to the IP Address capture field but that seems easy enough.
I just got an email from a test lead entry. Awesome!
Kurt