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How to make sure you receive notifications when a new lead has been entered
How to make sure you receive notifications when a new lead has been entered

Learn how to directly be informed when generating new leads without having to check the CRM.

Jacob avatar
Written by Jacob
Updated over a week ago

In this example, you’ll see the email notifications and how to set these up in just six easy steps. If you’d prefer to receive your notifications via a different service such as Telegram or Zapier you can follow the same steps.


This is how:

STEP 1:

Log into the project that you want to receive notifications of.

STEP 2:

Click on the left side on CRM (Customer Relationship Management).

STEP 3:

If you’ve created multiple lists choose the correct one. Otherwise, stay in the

overview where you see "All" leads.

STEP 4:

Go to ADD INTEGRATION.

You’ll see this pop-up window.

STEP 5:

Go to Email.

STEP 6:

Choose the subject for your notifications and the mail address they should be sent to and connect it by clicking Connect email.

If for instance, you’re creating a site for a customer you can directly connect their email account and make sure they are updated anytime.

Done! Have fun generating leads!

For more information about CRM, please have a look at this video:


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