Notifications
Settings โ Notifications lets each team member choose which events they are notified about, and through which channels.
This is a per-user setting โ each team member configures their own notification preferences independently.
Notification Typesโ
| Type | When It Fires |
|---|---|
| New Lead Received | A new lead is created in the workspace (from any source) |
| Lead Assigned to Me | A lead is assigned to you specifically |
| Lead Moved to Stage | A lead you own moves to a new pipeline stage |
| Automation Triggered | An automation you created fired |
| Integration Sync Failed | An outbound integration failed to deliver a lead |
| Export Ready | A data export you requested is ready to download |
| Team Mention in Note | Someone @-mentioned you in a lead note |
Notification Channelsโ
For each type, you can choose up to three delivery channels:
| Channel | Description |
|---|---|
| In-App | A notification badge in the top bar and a panel in the sidebar bell menu |
| An email sent to your registered email address | |
| Push | Browser push notification (requires browser permission) |
Email Frequencyโ
For Email notifications, you can set the frequency per event type:
| Option | Meaning |
|---|---|
| Immediate | Send an email as soon as the event occurs |
| Hourly Digest | Batch up events and send one email per hour |
| Daily Digest | Send one summary email per day |
| Off | Don't send email for this event type |
Configuring Notificationsโ
- Go to Settings โ Notifications.
- For each event type, toggle the channels on or off.
- For email, set your preferred frequency.
- Click Save.
Changes take effect immediately for all future events.
Tipsโ
- New Lead Received on Email with Immediate frequency can generate a lot of email on busy workspaces. Consider Hourly Digest if you capture high lead volumes.
- Integration Sync Failed is important to keep on โ it alerts you when a CRM sync or webhook delivery fails so you can investigate.
- Team Mention in Note is useful for collaborative workspaces where team members communicate via lead notes.