I would like to have an email automation system for when a lead is created in Zendesk Sell. How can I set up notifications for my users when a new lead is created?
There are several preset notifications that are enabled by default in all Sell accounts. These preset notifications send an email to a user when the following takes place:
- When a lead, contact, or deal is assigned to you
- When a task is assigned to you, or when your task is due
- When an appointment is due
On higher plan levels you can have users set up personalized notifications for their individual accounts. For more information, see the article: Setting up notifications in Sell.
In addition to notifications, you can also set up automated task actions. These actions can automatically assign a task to a user based on Sell actions, such as when a new lead is created. For more information, see the article: Creating and using automated task actions in Sell