Notification to sales team on new lead acquisition

Purpose

1.1. Ensure immediate notification to the sales team whenever a new aerial imaging lead is acquired, optimizing response time and conversion.
1.2. Automate communication across diversified channels (email, SMS, chat, push) to minimize missed opportunities and streamline client onboarding.
1.3. Centralize updates, deliver structured lead data, and route notifications based on role, region, or availability for effective workflow management.

Trigger Conditions

2.1. New lead submission via web contact form, CRM lead creation, or external aggregator API.
2.2. Status update in lead pipeline indicating initial acquisition.
2.3. Inbound email flagged with specific lead-gen tags or matched keywords.
2.4. Phone inquiry logged in a call tracking software.
2.5. Lead entry originating from social media ad forms.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure Messaging API to send SMS with lead details to assigned sales team members; sample endpoint: POST /Messages.
3.2. SendGrid
• Feature/Setting: Enable Inbound Parse & SMTP API to auto-dispatch templated email alerts upon new lead detection.
3.3. Slack
• Feature/Setting: Use Incoming Webhooks to post structured lead notifications in #sales or geo-channel.
3.4. Microsoft Teams
• Feature/Setting: Register Webhook and automate card posts with actionable buttons in team channels.
3.5. Discord
• Feature/Setting: Activate Webhook & Bot integration to send DM alerts to sales reps.
3.6. Google Chat
• Feature/Setting: Implement Webhook to deliver message cards with lead info to sales chatroom.
3.7. Pusher
• Feature/Setting: Use Event Channel to broadcast lead notification as a real-time in-app push.
3.8. Firebase Cloud Messaging
• Feature/Setting: Call FCM API to push instant notification to team mobile devices.
3.9. HubSpot
• Feature/Setting: Set Workflow automation to fire internal notification on new Contact added with lead source aerial imaging.
3.10. Salesforce
• Feature/Setting: Use Process Builder to trigger email or Chatter update on new Lead record.
3.11. Zoho CRM
• Feature/Setting: Set Workflow Rule for instant email/SMS when Lead module receives new data.
3.12. Mailgun
• Feature/Setting: Trigger transactional email API to send notification to group alias.
3.13. Pushover
• Feature/Setting: Configure push API call for real-time device alerts upon new entry in lead DB.
3.14. Telegram
• Feature/Setting: Use Bot API (sendMessage) to notify individual reps or broadcast group sales channel.
3.15. WhatsApp Business API
• Feature/Setting: Initiate message via API (POST /messages) to assigned numbers upon lead arrival.
3.16. Monday.com
• Feature/Setting: Activate Automation to send board notifications with lead summary to assigned users.
3.17. ClickUp
• Feature/Setting: Use Automation to post new lead alert in space/chat; rely on task creation trigger.
3.18. Asana
• Feature/Setting: Set up rule to auto-comment or add task for sales rep on new lead in project board.
3.19. Airtable
• Feature/Setting: Configure Automation for email or Slack notification when new row added to Leads table.
3.20. Intercom
• Feature/Setting: Automate team inbox notifications or push mobile alerts when contact tagged as lead.
3.21. Microsoft Power Automate
• Feature/Setting: Configure Flow to relay lead details to email, Teams, or SMS using connectors.
3.22. Zapier
• Feature/Setting: Build Zap to distribute lead notice to multiple channels on form submission event.

Benefits

4.1. Accelerates sales response, increasing client acquisition rate.
4.2. Reduces manual communication errors and ensures all team members are promptly informed.
4.3. Enables multi-channel reach ensuring no missed alerts, regardless of device or work style.
4.4. Integrates seamlessly with existing CRM and productivity platforms, preserving existing workflows.
4.5. Facilitates full traceability and accountability for lead follow-up actions.