How to Set Up An Email/SMS Notification When An Action Occurs Using Workflows

Sending emails or SMS to your leads is a great way to engage with them. You can also use email communication to send notifications to yourself or someone from your team. This allows you to set ‘alerts’ when specific trigger actions occur, allowing you to stay up-to-date with important information on, your leads, and your customers.

For example, you should be notified when a two-step order form is submitted, an appointment is booked, or a contact unsubscribes from your communication. These are just a few examples of the many trigger actions for which you can create email or SMS notifications.

Step 1: Setting Up Email Notification

• Navigate to Workflows
• Create a new workflow

• Add your desired trigger action and add a filter (optional)

Step 2: Adding the Internal Notification action

• Add the Internal Notification action. Here you can send an Email or SMS to yourself or someone else as a notification when the action from Part 1 occurs.

• Fill out the data
• Save and publish the workflow

The example below shows an internal notification action that will send an email to the assigned user when a particular form is submitted.

Note: You can use custom values to populate the data of your lead. The Contact tab custom values will populate your lead's information. The User tab will populate your information or the one of the users assigned.