Assignment and Workflow Rules using Gmail Gadget
I'm trying to create either a workflow rule or an assignment rule which fires when a lead is created using my Zoho Gmail gadget. Neither one seems to be working. They are both set to fire on create. Is there something about using the Zoho Gmail gadget that makes it so the system doesn't see this as a created lead applicable for the rule?
Workflow is as follows:
module: Leads
execute on: Create
State is CA, or State is HI, or State is AK
action: Email User (Cathy and Support) using Email Template: New Lead
I tried a similar Assign rule which also fails. The state is specified as a required field in the Gadget and matches exactly.