If your sales team is still combing through spreadsheets or waiting for weekly reports, they’re missing leads—and probably getting frustrated. Custom lead notifications in LeadFeeder can help, but only if you set them up right. This guide is for folks who want their team to get the right lead alerts, in the right place, without a bunch of noise or fiddly setup.
Let’s get your sales crew out of their inboxes (or Slack channels) and onto real conversations with real prospects.
Step 1: Get Clear on Who Actually Needs Lead Notifications
Before you touch a button in LeadFeeder, take a minute to figure out two things:
- Who on your team really needs to see new leads?
- Not everyone does. If you blast alerts to everyone, people start ignoring them.
- What qualifies as a “lead worth notifying about”?
- Is it any company visit? Only folks from certain industries? Returning visitors? Get specific.
Pro tip: If you’re not sure, ask your salespeople. They’ll tell you which alerts are actually useful—and which ones just clutter their day.
Step 2: Set Up or Review Your LeadFeeder Filters
All the magic with notifications in LeadFeeder comes down to filters. These decide what triggers an alert. Here’s how to get them dialed in:
- Log into LeadFeeder.
- Go to the “Leads” tab.
- Click “Create Filter” (or edit an existing one).
Filters can be pretty granular. You can sort by:
- Company size
- Location
- Page visits (specific URLs)
- Source/medium (where they came from)
- Custom properties (like industry)
What works:
- Filtering by specific pages (e.g., pricing, contact, or demo request pages).
- Filtering by repeat visits (shows more interest than a one-off).
What to skip:
- Overly broad filters (e.g., “anyone who visits the homepage”). You’ll drown in alerts.
- Relying solely on company size or location unless that’s critical for your sales team.
Example filter:
If you only want sales to know about companies from the US who visit your pricing page more than once, your filter should reflect that.
Step 3: Create Custom Notifications
Once your filters are ready, it’s time to set up notifications so the right people get pinged.
- Open your chosen filter.
- Look for a bell icon (“Notifications”) or the “Set notification” button.
- Choose your delivery method:
- Email: Good for solo reps or small teams.
- Slack: Best for quick, team-wide visibility (but can get noisy).
- Microsoft Teams: If that’s your thing.
- CRM integration: Some CRMs can get LeadFeeder alerts if you set up the integration.
- Select the users or channels who should get notified.
- Set the frequency:
- Real-time: For hot leads, but can get overwhelming.
- Daily/weekly digest: For lower-priority or broader leads.
What works:
- Real-time alerts for high-intent activity (like multiple visits to pricing or demo pages).
- Digest emails for broader awareness without spamming the team.
Watch out for:
- Not every salesperson wants another email. Ask what works for them.
- Slack notifications can pile up fast—use dedicated channels or mute as needed.
Step 4: Test Your Notifications (Don’t Skip This)
You’d be amazed how easy it is to set up notifications… and then realize nobody’s getting them (or worse, everyone’s getting them, all the time).
- Test with your own visit: Visit your site from a different network/device and see if your notification fires.
- Check inboxes/Slack: Make sure alerts are landing where you want.
- Double-check filter logic: If you’re not seeing alerts, your filters might be too tight. If you’re seeing too many, loosen them up.
Pro tip:
Do a “Friday review” after your first week. Ask the team:
- Are you getting too many or too few alerts?
- Are the leads relevant?
- Anything annoying or confusing?
Iterate. Don’t be precious about your first setup.
Step 5: Tune Notification Settings for Signal, Not Noise
Now that you’re getting alerts, it’s all about tweaking so your salespeople pay attention to what matters.
Some ways to keep things clean:
- Refine filters: Keep adjusting until you’re getting mostly legit prospects.
- Split by territory/product: Set up different notifications for different sales reps or teams.
- Use “Mute” or pause: If an alert isn’t useful, turn it off. Don’t just ignore it.
- Update as strategies change: If your target market shifts, update your filters and notifications.
What doesn’t work:
- “Set and forget.” If you never update, your alerts will drift into irrelevance as your business changes.
- Forcing everyone onto one alert system. Some folks like Slack, others prefer email—give options if possible.
Step 6: Integrate with Your Sales Stack (Optional, but Smart)
If you want to get fancy, connect LeadFeeder with your CRM or sales tools. This isn’t required for basic notifications, but it can save your team time if you’re serious about tracking leads.
- Supported CRMs: LeadFeeder works with HubSpot, Salesforce, Pipedrive, and a few others.
- Setup: Usually, you’ll find integrations under “Settings” → “Integrations.”
- What you get: Leads can be pushed directly into your CRM, or notifications can trigger CRM tasks.
Reality check:
- Integrations can be fiddly and sometimes break. Test thoroughly before rolling out.
- Some integrations are only available on higher pricing tiers.
- Don’t integrate just because you can; make sure it actually solves a problem for your team.
Step 7: Train Your Team—But Keep It Simple
Even the fanciest notification setup is worthless if your team doesn’t know how to use it—or worse, just ignores it.
- Show, don’t tell: Demo what a good notification looks like and how to act on it.
- Encourage feedback: Let reps flag if alerts are getting off track.
- Document the process: A quick one-pager or screen recording goes a long way.
Pro tip:
If your reps aren’t using the alerts after a couple of weeks, don’t blame them. Your setup probably needs adjusting.
What to Ignore (or At Least Not Obsess Over)
- “AI-powered lead scoring” — Sounds cool, but most teams just need clear, simple filters.
- Overly complex rules — If it takes more than a couple of sentences to explain your notification logic, it’s probably too much.
- Every new notification option — You don’t need to try everything. Start basic, see what sticks.
Wrapping Up: Keep It Simple, Iterate Often
Custom lead notifications in LeadFeeder can make your sales team faster, happier, and more focused—if you set them up with care. Start with the basics: right leads, right people, right channel. Tweak until you’re only seeing high-value alerts. Don’t be afraid to kill notifications that aren’t helping. The best setups are simple, boring, and get the job done.
Keep it tight, review often, and let your sales team focus on what they do best—talking to actual humans.