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Integration · Email Notifications

Every important lead update, delivered by email.

Send new-lead alerts, qualified-job notifications, daily summaries, and end-of-week reports by email to owners, managers, and dispatchers - using inboxes they already check, from your own brand address.

Instant
New-lead alerts
Daily
Recap emails
Custom
Routing rules
Your brand
From address
Answer

Not everyone lives inside a dashboard. Email notifications make sure the right people see new leads, hand-offs, and daily activity without logging into another tool.

What it does

Email alerts tuned to how your team works.

New lead alerts

Instant email the moment a qualified lead comes in from any channel.

Daily and weekly summaries

Owners get a clean recap of leads, bookings, and response times.

Escalations

Email the manager when a lead needs a human or a customer is unhappy.

Multiple recipients

Send different alerts to different people, by service or territory.

From your brand

Emails come from your business, not a generic no-reply address.

Works with anything

Any inbox works - Gmail, Outlook, or team aliases.

What it looks like

The email your team actually receives.

A real-world example of a qualified-lead email. Business name, customer name, and phone number are sample data.

EmailToday

Northside 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

Thanks Casey! We'll call you at +1 (555) 012-6906 shortly. You can also reach us at (555) 470-6900 if you have any questions.
Email notification with the qualification summary, plus the reply your AI already sent the customer.

Sample data shown. Business names, customer names, and phone numbers are fictional.

How the connection works

Setup in a few steps.

STEP 01

Verify your sending domain

Add a couple of DNS records so emails come from your own domain and land in the inbox.

STEP 02

Set routing rules

Decide who gets what - new-lead alerts to sales, escalations to the manager, summaries to the owner.

STEP 03

Go live

Alerts and summaries start sending immediately to the right people.

Also delivered on

Use every notification channel your team already checks.

SMS and WhatsApp alerts pair with email for urgent lead hand-offs. See how routing and escalation work →

FAQ

Frequently asked questions

Yes. Route new-lead alerts to sales, escalations to the manager, and daily summaries to the owner.

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