If you’re in sales, marketing, or run a small team, you know the pain of missing out on a hot lead because you didn’t see it fast enough. Here’s how to set up real-time alerts for new leads in Salesintel, so you can actually pounce when it matters. No more sifting through spreadsheets or remembering to “check the dashboard.” This is the straight-shooting guide for folks who want results, not piles of notifications.
Why Real-Time Alerts Matter (And When They Don’t)
Let’s get this out of the way: not every lead is gold. But if you’re in a competitive space, or you need to follow up quickly to convert, real-time alerts can be the difference between closing a deal and losing it to someone faster.
However, be honest about your actual workflow. If nobody on your team is going to respond to new leads outside of office hours, don’t bother setting up “real-time” alerts for 2 a.m. leads. Alerts should help, not add noise.
What You’ll Need
- A Salesintel account with access to lead generation and alert features
- Admin or manager permissions (if you want to set up alerts for your whole team)
- Email access (or Slack, depending on where you want alerts)
Step 1: Figure Out Which Leads Actually Matter
Before you set up alerts, don’t just turn on notifications for every new contact. Think about what qualifies as a “hot” lead for you.
Questions to ask yourself: - Do you want alerts for all leads, or just those from certain industries or titles? - Should you be notified on every form fill, or only for high-value accounts? - Do you want instant alerts, or is a daily summary enough?
Pro Tip: Start with just your best-fit leads. You can always open the floodgates later, but it’s way harder to claw back from alert overload.
Step 2: Log Into Salesintel and Go to the Alerts Section
Once you know what you want, log in to your Salesintel account.
- Look for a section labeled “Alerts,” “Notifications,” or “Lead Alerts.” Usually, it’s in the main navigation or under your profile/settings menu.
- If you don’t see it, check your plan. Some features are only available in higher tiers (yep, classic SaaS move). If you’re missing it, talk to your admin or support.
Step 3: Set Up a New Alert
- Click “Create Alert” or “New Alert.”
- Give your alert a clear name. For example: “NYC SaaS Leads - Instant.”
- Set your filter criteria:
- Location: e.g., United States, New York
- Industry: e.g., SaaS, Healthcare, Manufacturing
- Job Title/Seniority: e.g., VP, Director, C-Level
- Company Size, Revenue, etc.: Only add what actually matters
- Choose your trigger: New lead, updated lead, or both.
What works: Get specific with filters. The more you narrow it down, the more useful each alert will be.
What doesn’t: Don’t set the filter so tight that you get zero alerts. If you’re not seeing any action, loosen up a little.
Step 4: Pick How You Want to Be Notified
Salesintel gives you a few options for getting alerts:
- Email: Classic, but can get lost in the clutter. Set up a filter or label in your inbox.
- Slack: Great for teams who live in Slack, but can become noisy. Consider a dedicated channel.
- In-app notifications: Only helpful if you actually stay logged in.
Pro Tip: If you want to take it further, use Zapier or another integration platform to push alerts to other tools (like Microsoft Teams, SMS, or even a custom webhook).
Step 5: Test and Tweak Your Alert
Don’t just set it and hope for the best.
- Trigger a test (if Salesintel allows it), or wait for the first real lead to come through.
- Check: Did you get the alert where you wanted it? Did it have the info you need to act fast?
- If not, go back and adjust your filters, notification method, or frequency.
Honest Take: Most platforms—including Salesintel—are pretty good at firing off alerts, but sometimes there’s a delay or things get caught in spam. Don’t trust it blindly; test it.
Step 6: Share Alerts With Your Team (If Needed)
If you’re managing a team, you probably want everyone to get the alert or have it routed to the right person.
- Some versions of Salesintel let you add multiple recipients or even set up team-based alerts.
- If not, use forwarding rules in your email client, or set up a shared Slack channel.
- Make sure everyone knows what to do when a lead comes in—nothing worse than “who’s following up on this one?”
Step 7: Stay Sane—Audit Your Alerts Regularly
Even the best alert setup needs a tune-up. Every month or so:
- Check if your alerts are actually helping. If you’re ignoring them, fix or kill them.
- Adjust filters as your ideal customer profile changes.
- Ask your team for feedback: Are the alerts useful, or just background noise?
What to ignore: Don’t waste time setting up ultra-fancy automations unless you’re sure you need them. Basic, reliable alerts beat a broken Rube Goldberg machine every time.
Common Pitfalls (And How to Dodge Them)
- Alert Overload: Too many notifications = everyone starts ignoring them. Less is more.
- Wrong Recipients: Double-check who’s getting the alert. Accidental “reply-alls” or missed leads are common.
- No Action Plan: Alerts are useless if nobody knows what to do next. Write a simple playbook.
Bonus: Integrating With Your CRM
If you want to get fancy, you can often connect Salesintel alerts directly to your CRM (like Salesforce or HubSpot).
- Check if Salesintel has a native integration. If so, follow their setup instructions.
- If not, use Zapier or similar tools to create your own workflows (e.g., create a new lead record automatically).
- Beware of syncing junk—bad data in = bad data out.
Pro Tip: Start manual. Automate only after you’re sure the data is clean and the workflow makes sense.
Keep It Simple—And Iterate
Setting up real-time lead alerts in Salesintel isn’t rocket science, but it’s easy to overcomplicate it. Start with the basics: figure out what matters, set up one or two useful alerts, and see how it goes. As your team’s needs change, tweak your setup. Don’t fall for shiny features you don’t need—simple, reliable alerts beat a messy, noisy system every time.