Notify Your Team Instantly When a Lead Takes Action

Did You Know You Can Instantly Notify Your Team When a Hot Lead Takes Action?

May 29, 20252 min read

HighLevel Can Notify Your Team Instantly When a Lead Takes Action!

If you’re managing a busy sales team or trying to level up your lead response time, internal communication is everything. Did you know that HighLevel automation can instantly notify your team the moment a hot lead engages with your content? 👀

This quick and powerful workflow ensures your team never misses a beat—and it only takes two simple steps to set up.

HighLevel Automation: Identify the Right Trigger

Your workflow begins with a trigger—this is the event that sets the automation in motion. In HighLevel, you’ve got plenty of options:

  • When a contact is created

  • When a lead views a website or funnel page

  • When a customer replies via email, SMS, or another channel

🔑 Pro Tip: The “customer reply” trigger is especially useful if you’re running outbound email campaigns. It ensures that every time a customer responds, your team is alerted in real time.

HighLevel Internal Notifications: Set Up Your Action

Once your trigger is locked in, the next step is to add an internal notification action. This step makes sure the right people are informed as soon as that trigger fires.

✅ Choose your notification method:

  • SMS

  • Email

  • Mobile/Desktop App Alerts

✅ Select who should be notified:

  • All users

  • Assigned user(s)

  • Specific user

  • Custom number

✅ Craft your custom message using contact fields like name or email to make your alerts specific and actionable.

Just like that, hit Save, then Publish, and your automation is live!

Why Use Internal Notifications in HighLevel?

  • Speed up response time to engaged leads

  • Improve team coordination

  • Close more deals by staying on top of every opportunity

This is a simple workflow with a big impact. Use it to empower your team, improve communication, and optimize your sales process across the board.


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