If you're sick of missing out on potential deals because someone spotted a hot lead in your analytics three days too late, this guide is for you. Leadinfo helps you see which companies visit your website, but just seeing the data isn't enough — you need to get that info to the right people, fast. Setting up custom lead alerts in Leadinfo means your sales team can jump on opportunities while they're still warm. Let's walk through how to actually get this working, minus the fluff.
Why Custom Lead Alerts Matter (and Where Most Teams Mess Up)
First, a reality check: notifications don't close deals — people do. But if your team relies on someone manually checking Leadinfo every morning, leads will slip through the cracks. The trick is creating alerts that are specific enough to be useful, but not so broad that your team tunes them out.
- Good alert: "A company from our target industry in Germany visited our pricing page 2+ times."
- Bad alert: "Anyone from anywhere visited our homepage." (Congrats, you now have a spam folder.)
Custom alerts are really about surfacing what's actionable, not just what's new.
Step 1: Get Clear on What You Actually Want to Be Alerted About
Before you even open Leadinfo, have a quick huddle with your salespeople. Ask:
- What kind of companies do you want to hear about right away?
- Which web pages signal real buying intent (not just curiosity)?
- Should every rep get every alert, or only certain types?
Write this down. If you're not clear here, you'll set up noisy alerts that get ignored. Better to have one solid, high-signal alert than five "meh" ones.
Step 2: Log In and Find the Custom Alerts Feature
Head to Leadinfo and log in. In the sidebar, look for something like "Notifications," "Lead Alerts," or "Custom Alerts" (Leadinfo's UI changes sometimes, but it's usually pretty intuitive).
If you can't find it:
- Check for a bell icon or a settings menu.
- Use their Help docs — don't waste 10 minutes hunting if a quick search will do.
- If you're not an admin, make sure you have permissions to set up alerts.
Pro tip: If you want alerts sent to Slack, email, or your CRM, make sure integrations are set up before you dive in.
Step 3: Build a Targeted Filter
This is where most teams get lazy. Don't just set "alert me for all website visits." Use filters to zero in on leads that actually matter.
Here’s what you can usually filter by in Leadinfo:
- Company industry or size: Only want manufacturing companies, or those with 50+ employees? Filter for that.
- Location: Narrow by country, region, or even city.
- Number of visits: More than one visit shows stronger intent.
- Visited pages: Pricing, demo request, or contact pages are high-value.
- Time and date: Maybe you care more about leads visiting during business hours.
Example filter setup:
- Industry: SaaS
- Company size: 50–500
- Country: UK
- Pages visited: /pricing, /demo
- Visited at least 2 times in the past week
Don’t overthink it. Start with your best guess, and refine as you see what comes in.
Step 4: Set Up the Alert (and Choose How You’re Notified)
Once your filter is set up, there should be an option to "Create Alert" or "Save & Notify." Here’s what to look for:
- Frequency: Instant, daily digest, or weekly summary. Instant is great for true “drop everything” leads, but don’t spam your team.
- Delivery method: Email, Slack, Microsoft Teams, or direct to your CRM.
- Recipients: Choose individuals or teams. Only alert people who’ll actually act on it.
Honest take:
- Email is fine, but gets buried fast — use for less urgent alerts.
- Slack/Teams is better for time-sensitive leads, but don’t clutter your main channels.
- CRM is gold if your team lives there. But test it — some integrations just dump data and create more noise.
Pro tip: Name your alert something clear: "UK SaaS pricing page visits, 2+ times." That way, if you make more, you won’t forget which is which.
Step 5: Test Your Alert (Don’t Skip This)
Once set up, trigger the alert yourself. Visit your website (from a VPN or ask a buddy in the right country), or use Leadinfo’s test tools if they have them.
Check: - Does the alert actually fire? - Does it go to the right person/channel? - Is the info in the notification actionable, or just a confusing blob?
Tweak as needed.
What to ignore:
Don’t obsess if the alert misses a random visit from a company outside your ICP (ideal customer profile). Focus on the ones that matter.
Step 6: Tune Your Alerts Over Time
This isn’t “set and forget.” Every few weeks, check:
- Are you getting too many alerts? Tighten your filters.
- Are important leads slipping through? Loosen them up or add a new alert.
- Are people ignoring the alerts? Ask why. Maybe the notifications aren’t actionable, or maybe they’re sent at the wrong time.
Don’t be afraid to turn off alerts that aren’t useful. More isn’t better.
Pro tip:
Once a quarter, review which alerts led to real conversations or deals. Kill any that didn’t.
Step 7: Get Your Team to Actually Use the Alerts
Even the best alerts are useless if nobody checks them. Make sure your team:
- Knows what each alert means (share your naming conventions).
- Has a clear process for following up. Who owns which lead? How fast should they reply?
- Gives feedback on what’s working and what isn’t.
If you’re a manager, check in after a month: “Are these alerts helpful, or just noise?”
What Works, What Doesn’t, and What to Avoid
Works: - Tight filters. Specificity beats volume every time. - Sending alerts where your team actually lives (Slack, Teams, CRM). - Iterating — the first version is rarely perfect.
Doesn’t work: - One-size-fits-all alerts. No, your marketing intern doesn’t need to know about a C-suite visitor in Germany. - Relying on email for urgent leads. It gets buried. - Setting it up and never revisiting. Things change.
Ignore: - Any “AI-powered” suggestions that seem generic or off-base. Trust your gut and your sales team’s feedback. - Super granular alerts for every page. Focus on high-intent signals.
Keep It Simple — Iterate as You Go
Setting up custom lead alerts in Leadinfo doesn’t need to be complicated. Start with one or two focused alerts, get feedback from your sales team, and keep tweaking. The goal isn’t more notifications — it’s surfacing the right leads at the right time, in a way your team actually uses.
Don’t let perfect be the enemy of done. Set up your first alert, see how it goes, and make it better next week. That’s how you actually win more deals — not by fiddling with settings for hours on end.