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New Lead Notifications: Email/SMS Triggers for Client or Self

Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder!

Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder!

How to send internal notifications for workflows:

Set up a new workflow:

Click on Start from scratch

Click on Create workflow

Click on Add New Workflow Trigger

Once you configured the workflow trigger:

Click on Add your first Action

Click on Send Internal Notification

Choose the type of notification:

Email notification

Internal notification:

SMS notification

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