What We're Building
Lead Notification Alert
When a new lead comes in → You receive an instant SMS or email notification
Why
Never miss a lead. Respond in minutes instead of hours.
Result
7x faster lead response
Industry average: 47 hours → Yours: minutes
Prerequisites
Account setup complete
At least one app connected (OMG-CRM or a lead form)
Notification preferences set
1
Access Automations
- From your Dashboard, go to Services → Automations
- Or navigate directly to
/portal/client/automations - Click "Create New Automation" or "Request Automation"
2
Choose Your Trigger
What's a trigger? It's "what starts the automation" — the event that kicks everything off.
- Select "New Lead Created" as your trigger
- Choose your lead source: form submission, CRM entry, or webhook
- Configure any filters (optional)
3
Define Your Action
What's an action? It's "what happens when triggered" — the task that runs automatically.
- Select "Send Notification" as your action
- Choose your channel:
SMS
Email
Slack
Example Message Template:
🚨 New Lead Alert!
Name: {{lead.name}}
Email: {{lead.email}}
Source: {{lead.source}}
4
Test Your Automation
- Click "Test" to send a sample notification
- Verify you received the notification
- Check that all data came through correctly
5
Activate & Monitor
- Toggle the automation to "Active"
- View automation logs in your dashboard
- Edit anytime if you need to make changes
What's Next?
Level Up Ideas
Add lead scoring to prioritize hot leads
Auto-assign leads to team members by territory
Create follow-up reminder sequences
Set up dead lead revival campaigns