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How to Set Up Email/SMS Notification When An Action Occurs

Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and updates to your leads. You can set a notification to alert you when any trigger event occurs.

Part 1: Setting Up Email / SMS Notification

Step 1: Go to Trigger → Add New Basic Rules → Select Desired Action → add Filter (optional) → Add Action → Choose ‘Send Email’ → Fill out the Form → Add Action → Choose ‘Send SMS’ → Fill out the Form → Save → Activate Trigger

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