How to configure an automated message

This example goes through messaging a lead once it has been created with a certain lead source.

1. Navigate to Salesforce Setup

2. Search for ‘Flows’ in the ‘Quick Find’.

3. Click ‘New Flow’ and choose ‘Record-Triggered Flow’.

4. Configure Start

   1. Object: Lead

   2. Configure Trigger > Trigger the Flow When: A record is created

   3. Set Entry Conditions: All Conditions Are Met (AND)

      1. Field: Lead Source

      2. Operator: Equals

      3. Value: Trade Show
         
         
         

5. Add a new action, search for ‘Natterbox’ and select the one called ‘Send Natterbox Template Message’.
   Note: you can choose ‘Send Natterbox Message’ and achieve a similar solution but the message template is then stored in the flow rather than in the Natterbox templates.

   1. Label: Send Lead Template

   2. Object for ‘Person Record (Input): Lead

   3. Channel Type: SMS

   4. From Number: [this needs to be a number enabled for SMS]

   5. Person Record: Triggering Lead

   6. Template Name: New Lead (this needs to match the name of the template)

   7. To Number: Triggering Lead > Phone

   8. Placeholder Map: {"LeadFirstName": "{!$Record.FirstName}", "LeadOwnerName": "{!$Record.Owner_Name__c}"}

      1. LeadFirstName and LeadOwnerName are the macros in the template.

      2. {!$Record.FirstName} and {!$Record.Owner_Name__c} are lead fields.
         
         
         

6. Save and Activate!