Notification of new leads to sales staff

Purpose

1.1. Instantly notify sales staff of new air compressor repair service leads for rapid engagement and improved conversion.
1.2. Ensure all salespersons receive actionable lead details via preferred channels (SMS, email, push, chat).
1.3. Prevent lead leakage by systematizing, tracking, and confirming notification delivery.
1.4. Enhance accountability with automatic logging and timed reminders if unacknowledged.

Trigger Conditions

2.1. New lead form submitted on website or landing page.
2.2. CRM receives a new contact tagged as “Lead—Compressor Service.”
2.3. Lead entered via call center software or incoming email.
2.4. API event from external lead sources or integrated listing platforms.

Platform Variants

3.1. Twilio SMS
• Function: “Send Message” API; sample: POST /Messages with recipient and message body.
3.2. SendGrid
• Function: “Mail Send” API; sample: POST /mail/send with dynamic subject/body.
3.3. Slack
• Function: Incoming Webhook; JSON post to channel with lead payload.
3.4. Microsoft Teams
• Function: Create "Message" via Graph API in target channel.
3.5. Gmail
• Function: “Send Email” via Gmail API; configurable from, to, and template.
3.6. Outlook 365
• Function: “Send mail” in Graph API with rich formatting enabled.
3.7. Telegram
• Function: “sendMessage” Bot API; group or direct chat, Markdown enabled.
3.8. WhatsApp Business API
• Function: “messages” endpoint; dispatch to group/specified users.
3.9. Pushover
• Function: “messages.json” API call for push notifications to devices.
3.10. Discord
• Function: Webhook POST to target channel with structured content.
3.11. Salesforce
• Function: Workflow Rule — “Send Email Alert” or platform event.
3.12. HubSpot
• Function: Workflow extension → “Send Internal Email Notification.”
3.13. Zoho CRM
• Function: Action Rule — “Send Notification” or “Email Alert.”
3.14. Freshdesk
• Function: “Dispatch Notification” automation; custom event on lead ticket.
3.15. Asana
• Function: POST comment or create task in “Sales Pipeline” project.
3.16. Monday.com
• Function: “Notification” automation rule to salespersons’ inbox.
3.17. ClickUp
• Function: Automated notification via “Add Comment” to sales list/task.
3.18. Facebook Messenger
• Function: Send message with “Send API” to agent group chat.
3.19. Zoho Cliq
• Function: “Send Message” Bot API into sales channel.
3.20. Intercom
• Function: “Conversation Create” API with lead info, routed to sales team.
3.21. PagerDuty
• Function: “Create Incident” API to trigger urgent lead alert to on-call staff.
3.22. RingCentral
• Function: “Message-only” group notification with lead details.

Benefits

4.1. Immediate awareness of every lead opportunity.
4.2. Multi-channel coverage eliminates single-point-of-failure.
4.3. Accountability via read receipt and logging.
4.4. Higher lead response speed and conversion rate.
4.5. Audit trail for notification delivery and acknowledgment.