Hi, please check this out: https://youtu.be/An6YTH3kJD8

Hope it helps,

Thanks

Hi Steven,

Thanks for the detailed answer.

After a bit of research and based on your answer, I discovered that there is a User model which, when replacing the Contact model, also gives me Action to do Send Email and access to all the preconfigured email templates, as seen in the img below.

The action creates an email and does not send it automatically but rather places it in a queue with an action to send which obviously sends it when clicked.
Is there a way to send it automatically?

Thanks,

D.

Here you go:

I created a sales team called "Website Leads". When someone fills out my form, they will be added to the CRM model as a lead and assigned to the sales team called "Website Leads". I created an automated action that will send an email template that I already created upon "creation". Screenshots below