I'm running a referral campaign. The new lead that is submitted has info on who submitted the lead (advocate name, email address, etc). Is there anyway I can send an email after the form is filled out to the Advocate's email address, rather than the lead that has been submitted?
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Hi Paul, technically this can be possible via the Send Alert feature. But, this won't create an actual record for this new person who has been referred, and there won't be a history of you sending this email anywhere other than in the referrer/advocate's record.