Integration · Email notifications
Email lead alerts your whole team can act on.
Email lead alerts land in up to 10 inboxes when a new lead arrives, the AI reaches its goal or hands off, or a lead stops replying, with the qualified details in the email.
14-day free trial · From $99/mo · No contracts
Yelp Advertising Platinum Partner and Google PartnerNorthside Remodeling - lead qualified
Source: Thumbtack
Customer: Casey T.
Phone: +1 (555) 012-6906
Service requested: General contracting
Notes: Remodeling project involving a permanent roof over an existing patio, extended paver patio, and added posts for roof support.
Message sent to the customer
Sample data shown. Business names, customer names, and phone numbers are fictional.
Not everyone lives inside a dashboard. Email alerts go to up to 10 verified addresses, including Gmail, Outlook and shared team aliases, for the events and lead sources you pick. Leads come from the Yelp auto responder, Thumbtack auto responder, Google LSA auto responder and the Website Chat Widget, where the AI replies in seconds, 24/7.
What it does
Email alerts tuned to how your team works.
New lead
An email as soon as a new lead comes in, with the contact details the AI collected.
Goal achieved
Know when the AI has the phone number or the preferred appointment time you asked for.
AI handed off
An email when the AI hands a conversation to your team, so a person takes over.
Lead not replying
An alert when a lead hasn't replied after the number of minutes you set.
Up to 10 addresses
Owners, office managers and estimators can each get their own copy.
Per-source filters
Alerts for all your lead sources or only the ones you select.
Editable templates
Adjust the alert wording so the details your team needs come first.
Works with any inbox
Gmail, Outlook, team aliases and shared inboxes all work.
New message and inbound text alerts are available by SMS and WhatsApp.
Set up
Live in a few minutes.
Add your alert addresses
Add and verify up to 10 email addresses to receive alerts.
Choose events and filters
Pick which events send by email, and filter by lead source.
Go live
Alerts start sending as the events you chose happen.
Also delivered on
Pair email with SMS and WhatsApp.
Email suits the office; SMS and WhatsApp reach the people in the field.
FAQ
Frequently asked questions
- Up to 10 verified email addresses can receive alerts.
- No. Use email alongside SMS and WhatsApp. Each channel has its own events and filters.
- New lead, goal achieved, AI handed off, and lead not replying after the minutes you set. New message and inbound text alerts are available by SMS and WhatsApp.
- Yes. Send email alerts for all your sources or only selected ones.
- Yes. Any inbox works, including team aliases and shared inboxes.
- Yes. Our team can add your addresses, pick the right events and test the alerts with you. Contact us or book a demo.
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