Alerting Users When a New Lead Enters the System

Navigating to Automation Settings:

Begin by heading to the CRM dashboard. From the left-hand menu, select "Automation." You can either start a new workflow or edit an existing one.

Adding a Trigger:

To add a new rule, click on the "+ Add New Trigger" button at the top of the workflow screen.

Configuring the Trigger

Selecting a Trigger Event:

• Choose "Contact" from the options and then select "Contact Created" as the trigger event. This will activate the rule whenever a new lead is added to the CRM.

• If you need to target specific leads with tags, use the "Define Filters" option. Select "Has Tag" and pick the desired tag (e.g., Campaign 19).

• Once everything is set, save your trigger.

Setting Up an Action:

• Underneath the trigger, click the "+" icon to add a new action. You can choose to send an email, SMS, or a system alert. Look for the "Send Internal Notification" action and pick your preferred channel.

Configuring Notifications:

Email Alerts:

• From: Enter the email address from which you want the notification to be sent.

• To: Specify the recipient's email address. You can include multiple addresses by separating them with commas.

• Subject and Message: Customize your notification message. Use dynamic fields to insert specific details about the lead, like their name, email, and phone number.

SMS Alerts:

• To: Input the recipient's phone number. Like email, multiple numbers can be separated by commas.

• Message: Draft your message using dynamic fields to personalize the content.

Enabling the Workflow

After setting up triggers and actions, switch the status from "Draft" to "Publish" at the top of the page. The workflow will then be active, sending out notifications as configured.

Troubleshooting Common Issues

• Notifications Not Being Sent: Confirm that the workflow has been published and the correct trigger is chosen. Ensure all email addresses and phone numbers are correctly entered.
  

• Custom Values Not Displaying Properly: Check the syntax of the dynamic fields used. Incorrect syntax can cause the values to not appear as expected.