Iâve set up a web to lead form on a wordpress site, and when itâs filled out it creates a new lead.
However, this is also meant to send out an email notification to the assignee (or anybody), but it doesnât, and itâs driving me bananas. I think it worked before.
Iâm pretty sure this is a âworkflowâ, but I am baffled as to what else I can do to make it work. I have a condition that should be set to run on new lead. Iâve tried checking ârun on importâ, and NOT checking it. The webform submits correctly, I get an email from the website correctly, it creates a new lead in suiteCRM, but thenâŚnothing. No notification, not in spam, nothing.
Please could someone tell me what Iâm doing wrong?
Does the âActionâ subpanel have the expected action?
In the âProcess Auditâ Subpanel on that Workflow record, is there an audit record of the âNotify on new leadâ workflow having run around the time your website created the new lead?
EDIT This thread covers a similar situation, does it solve your issue?
You shouldnât need a workflow for that, you should get an assignment email automatically. So couple of things: 1) make sure in your profile you havenât disabled assignment notifications. 2) make the website user different from YOU so that when you get assigned the record, you get an automatic assignment email (by design it doesnât send assignment emails if you create the record yourself).
If the above doesnât solve it, and you really want a workflow. You might want configure your workflow to be Leads, only in the scheduler and only on new records. You donât need it to run always on all records.
Make sure your cron job is running.
Last ditch check the job queue in your database if you have one stuck ârunningâ you can just delete it, this will allow other jobs to run and usually fixes the problem.
Thatâs my normal troubleshooting process for this kind of thing.
I think this is all correct - although I canât actually find the global setting to assign all new leads, but the user they currently get assigned to is valid, and they arenât receiving any notifications.
The inbound and outbound email changed recently (checked both, can view the inbox and send mails), so I donât know if itâs related to that, I checked the âprocess auditâ and there are a lot of recent âmail delivery failedâ notifications in there, and if I try and look at them it tells me theyâre either deleted or I donât have permission, although Iâm logged in as admin. So I donât know if thatâs related or thatâs some auto-job thatâs going to run itself out eventually from when the email changed.
Yep, thereâs only one email address listed there, and it certainly seems to be the correct one, and I did check that the outbound email was working (test mails all arrived).
While that may be the case, others may not get your emails. Check out mx toolbox email deliverability tester. Could be its getting rejected by their mail server or going directly to spam. Just because you get the email fine doesnât necessarily mean everyone does. Based on your screen shot message, it looks like the message bounced.
I did try assigning a lead to the email address that did definitely receive the test emails, and that didnât seem to work either - although Iâm pretty flakey on what constitutes âassigningâ a lead to be honest, I know how to assign it to a user (ie theyâre listed as âassigned toâ), but whether that means it should auto-send them an email and to what email address, I donât know - presumably their âprimaryâ, but as itâs not working, I donât know whether itâs trying to send an email and failing, and if so to what email address.
Itâs not a particularly big deal as these are just webleads and I can set an email notification from the website, itâs just one of those âsuiteCRM blackholesâ that you seem to be able to disappear down for days, where something youâd think would be really obvious and straight-forward, is actually hidden in some ancient pharoahâs tomb.
Hey @blobfish youâd be surprised at how complex email is. I am every time I have to delve into it. Youâve given me a great idea for my next YouTube video. âDeep Dive into Automated Emailsâ.
One more thing you can check is who the assignment emails get sent from. When you test they are sent from the âsystemâ and may get delivered OK, but there is an option to send from the âuserâ. So if user A assigns a record to user B, the email comes from A. If A is A@domain1.com and and B is B@domain2.com it will not get delivered.
Thanks, I donât think thatâs the problem, I assume itâs just sending from âsystemâ because that option isnât checked, and thereâs only one outbound email account anyway. Iâll keep an eye out for your youtube video, as I say this isnât mission critical but it is a bit annoying, because I feel like itâs something simple that Iâve missed.
