Auto Intro Email for New Leads

Send Intro Email When New Lead Is Created

Business Requirement:

When a new Lead is created, automatically send a personalized introductory email to the lead — welcoming them and introducing the company.

Why?

  • Sales reps often forget to send intro emails
  • Helps build instant trust
  • Looks professional and saves time

Business Value:

  • ✔ Builds trust instantly
  • ✔ Saves time for sales reps
  • ✔ Makes the company look professional

Used:

  • Lead (Standard Object)
  • Messaging.SingleEmailMessage (for sending emails)

Apex Trigger Code:

trigger SendWelcomeEmail on Lead (after insert) {
    List<Messaging.SingleEmailMessage> emails = new List<Messaging.SingleEmailMessage>();

    for (Lead l : Trigger.new) {
        if (l.Email != null) {
            Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
            mail.setToAddresses(new String[] { l.Email });
            mail.setSubject('Thanks for contacting us, ' + l.FirstName);
            mail.setPlainTextBody('Hi ' + l.FirstName + ',\n\nThanks for showing interest in our services. Our team will get in touch with you shortly.\n\nRegards,\nSales Team');
            emails.add(mail);
        }
    }

    if (!emails.isEmpty()) {
        Messaging.sendEmail(emails);
    }
}

Example Email Sent:

Subject: Thanks for contacting us, Ritesh

Hi Ritesh,

Thanks for showing interest in our services. Our team will get in touch with you shortly.

Regards,  
Sales Team

Real-Time Use Cases:

  • Real Estate: Auto-greet property inquiries
  • Consulting: Welcome new client leads
  • SaaS: Trial user greetings
  • Finance: Investor form auto-response

Note:

  • Ensure Email Deliverability is enabled (Setup → Email Deliverability)
  • Use HTML Email Templates for better design
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