An optional per-source alert number. When a fresh lead is created, the platform sends that number a text naming the lead, their phone and the source or campaign, telling the recipient to open the pipeline. It rides the builder's own sending path.
Also called: lead alert text · sms notification for new leads · speed to lead alert
- 1Configured per lead source as an E.164 number
- 2Fires only on a genuinely new card, never on a duplicate, merge or test
- 3Sends through the organisation's own customer messaging path
- 4A failure is logged and never thrown, so it cannot break the ingestion
Speed to first contact decides deals worth $30k to $250k, and a lead landing in a dashboard nobody is looking at goes to whichever builder rings first. Each lead source can now carry a phone number that gets a text the instant a lead arrives, with the name, number and campaign in it. A failure to send is logged rather than thrown, so a texting outage never costs the lead itself.
- Leads waiting on someone to open a dashboard
- Email notifications missed in the field
- No alert path that reaches a builder in a truck
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