Engage: Connecting A Lead Form Notification

Your lead forms can optionally include notifications to admins and users with editable templates.

Connecting A Notification to your form: 

If you are already routing leads for Lead Forms using one of our available CRM Integrations, we recommend you leave the notifications off for your forms, and use workflows in your CRM for response templates, follow up and lead curation. 

If you are not using a CRM integration, you will want to select from the available Notifications, or edit/create new notifications for use with your selected form.

Navigate to the Lead Form tab and click on the Notifications to reveal it's settings.


Select the notification to use with this form. 



Add any optional admin CC's who should receive a copy of this lead when the form is filled out by an end user. 


See Also: