I have a form created with Zoho Forms on our website. The form when submitted creates a new lead in our CRM with a specific name in our "Lead Source" field. I want to use a workflow rule to create an action if that field matches what is submitted from the form, but the workflow rule does not trigger. The workflow rule is On Record Action; Create -> Where Lead Source = Buyer's Guide.-> Send Email. The workflow never triggers when a lead is created from the form, but it does work if a new lead is made directly in Zoho. The field is coming in correctly, so I don't see any reason it shouldn't work. So the workflow rule works and is reading the correct field, but it does not work if the Lead is created by the form submission.
Hope that makes sense. Anybody know why?