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Notify Your Team When a New Lead Arrives

Difficulty
Intermediate
Setup effort
1–2 hours (estimate)
Good for
Home service, Real estate, Agencies

The problem

Leads sit in an inbox nobody checks while the team is in the field.

Who it’s for

Teams of two or more where whoever’s free should jump on new inquiries.

What you’ll need

  • Make or your CRM’s workflows
  • Team chat (Slack, Microsoft Teams) or SMS

How it works (overview)

This is a workflow overview. Exact menu names differ by software and change over time, so follow your tool’s current documentation for the click-by-click setup.

  1. 01

    Pick the trigger

    A new form submission, new CRM contact, or new deal in your pipeline.

  2. 02

    Format a useful alert

    Name, phone, service requested, source, and a link to the record: everything needed to act without searching.

  3. 03

    Send it where the team already looks

    A shared Slack or Teams channel, or a text to the on-call person.

  4. 04

    Close the loop

    Optionally have the claimer reply or change the owner field so two people don’t call the same lead.

Software that can do this

GoHighLevel

All-in-one CRM

CRM, marketing automation and lead follow-up in one platform.

Best for: Service businesses & agencies

Make

Workflow automation

Visual workflow automation that connects the apps you already use.

Best for: Connecting existing tools

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