Lead alerts – instant info about new sales opportunities
If you’re collecting leads by using Survicate contact forms, you might want to get them in real-time, as soon as the contact form is submitted. This is what Lead alerts are for. After you set them up, we will send a notification with contact info of your new sales opportunity to email addresses of your choice.
How to set up Lead Alerts
Go to the Integrations section of account settings (in the upper-right corner of the app) and pick Lead Alerts from the list of integrations.
You will see a setup window. This is where you can set up a default email to which we’ll send all alerts. You can also define widget-specific emails.
Here’s a video tutorial:
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