Get notification when receiving a new lead

guillaume.eckes
guillaume.eckes Member Posts: 4 VERIFIED MEMBER
First Comment Photogenic
in Sales CRM #1

Hi everyone, sorry if the question has been asked already, I am new here.

How to receive an email notification or notification on the mobile app when receiving a new lead with the essential plan?

Do we absolutely need an advanced plan and create an automation?

--> New Lead --> Send an email?

or

--> New Lead --> Automatically convert into a deal to get a notification?

I am a bit surprised we cannot get notified when receiving a lead. It is the first step of the sales process...

Thank you in advance

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Answers

  • Niels Przybilla
    Niels Przybilla Member Posts: 16 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Likes Name Dropper
    #2

    Good day Guillaume,

    one possibilty would be to use a tool like

    Pabbly Connect or Zapier

    With the free plans you can experiment.

    Best wishes

    Niels

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