Get Alerted Every Time You Have a New Lead

You’re busy running your business. A new lead comes in, but you might miss it if you don’t check your phone, email, or SMS. For example, a plumber could miss a customer’s urgent request if they don’t get notified right away. Without instant alerts, leads can slip through the cracks.

Imagine a dental office getting a new patient inquiry at night. Without a system to notify the owner, they might not respond until the next day. That’s a lost opportunity. A roofing company might waste time following up on leads they never knew about.

When a new lead is received, your system automatically sends an alert to your phone, email, and SMS. For instance, a customer submits a form on your website. The system triggers a text, an email, and a call to you. All three channels notify you at the same time.

You can customize the messages. A restaurant might say, ‘We got a reservation request from John at 7 PM.’ A mechanic might get, ‘New customer inquiry from Sarah about a tire repair.’ The messages include details like the lead’s name, contact info, and what they need.

You’ll respond faster. No more waiting to check your inbox or phone. A hair salon can call a new client back immediately after getting an alert. A consultant can prioritize high-value leads right away.

You’ll close more deals. Studies show responding within minutes increases conversion rates. With instant alerts, you’re less likely to forget a lead. This means more sales and less wasted time.

Log into your CRM and go to the ‘Lead Settings’ section. Turn on notifications for SMS, email, and phone. Customize the messages using merge tags like {{name}} or {{email}}. For example, set your SMS to say, ‘New lead from {{name}} at {{phone}}.’ Test it by submitting a sample form. The alerts should pop up on all your devices instantly.

Need help? The platform includes a guide with step-by-step instructions. Your AI agent can also help set it up if you prefer.