Symptom
Automated workflow emails are being sent with incorrect, random, or mismatched names in place of the intended lead's name. Manual testing of the workflow shows the correct name populating, but production emails contain wrong names.
Cause
This issue typically occurs when:
The email action is pulling name data from a different module than expected
Tokens appear correct but are referencing fields from the wrong module
Default values are set for name fields that override expected data
The workflow is being triggered by different records than anticipated
Solution
Follow these troubleshooting steps in order:
Step 1: Re-select the Name Field
Open the affected workflow in CRM
Navigate to the Send Email action
Instead of typing the token manually, completely re-select the firstname field from the Add Field dropdown
This ensures you're using the exact token for the correct module rather than a similar field from another module
Step 2: Check Default Values
Go to Module Layouts & Fields in your CRM settings
Navigate to the Leads module (or whichever module your workflow targets)
Check if there are any default values set for the firstname field
Default values can populate even when records appear blank, which could explain random names appearing
Step 3: Review Workflow Logs
Access your workflow logs for the affected email sends
Identify which specific Lead record triggered each email send
Cross-reference the triggering record with the name that appeared in the email
This will help determine if the wrong Lead record is being processed
Step 4: Verify Module Configuration
Confirm the workflow's Target Module matches your expectation (Leads vs Opportunities, etc.)
Ensure the token format matches the target module (e.g., $leads-firstname$ for Leads module)
Escalation
If the issue persists after following these steps:
Document which specific records are triggering incorrect emails using workflow logs
Note any patterns in the incorrect names being populated
Contact Dazos support with your findings and the steps you've already completed