If you’re in sales, customer success, or just someone who hates missing out on hot leads, getting real-time alerts for what your prospects do can be a game-changer—or a noisy nightmare if you set it up wrong. This guide is for anyone using Getcorrelated who wants practical, no-nonsense steps for setting up genuinely useful alerts, not just a flood of notifications you’ll ignore by day three.
Let’s break down exactly how to set up prospect activity alerts in Getcorrelated, what’s worth tracking, and how to make sure you’re only getting pinged when it actually matters.
Why Real-Time Alerts? (And When to Skip Them)
Before you drown yourself in notifications, take a second to ask: What do I really need to know in real time? Not every click or view is worth an immediate ping. Alerts work best for things like:
- A prospect hits a “hand-raiser” milestone (e.g., requests a demo, replies to a key email)
- Someone from a target account starts a trial
- A dormant lead suddenly comes back to life
Skip alerts for vanity metrics (like “prospect opened your email for the 17th time”)—they just add noise.
Pro Tip: Start with a few critical alerts. You can always add more. Removing them is harder once you’re used to ignoring them.
Step 1: Figure Out What to Track
Getcorrelated can track all sorts of user events—website visits, email opens, feature usage, and more. But more isn’t better if you’re just trying to stay sane.
Ask yourself: - What actions actually move deals forward? - Which signals reliably indicate intent? - Are these activities easily tracked in Getcorrelated, or will you need to fiddle with integrations?
Common activities worth alerting on: - Prospect requests a demo or meeting - They reach a certain usage milestone in your product - They invite teammates (usually a buying signal) - They respond to a key email
What to ignore: - Basic logins (unless re-engagement is your thing) - Random button clicks or page views - Every single email open (unless you’re really desperate)
Step 2: Set Up Event Tracking in Getcorrelated
Before you can get alerts, Getcorrelated needs to know what to watch for. This usually means making sure the right events are being tracked.
How to check if your events are tracked:
- Open Getcorrelated and go to the Events panel.
- Look for the events you care about (like “Demo Requested” or “Trial Started”).
- If you don’t see them, you’ll need to set these up. This might mean:
- Installing a snippet on your site or product
- Using an integration (Segment, Zapier, etc.)
- Working with your dev team to send custom events
Don’t overthink this: If you’re not technical, forward the setup docs to someone who is. Most sales teams just need a handful of key events to get started.
Step 3: Create Your First Alert
Now for the main event: setting up the actual alert.
In Getcorrelated, you’ll usually:
- Go to the Alerts or Notifications section.
- Click “Create Alert” (or “New Notification”—the label might change, but it’s the same idea).
- Choose the event you want to track (e.g., “Demo Requested”).
- Set the trigger conditions:
- Just once per prospect?
- Every time it happens?
- Only if it happens after inactivity?
- Pick who gets notified (just you, your team, or someone specific?).
- Decide how you want to be notified: Email, Slack, app notification, or SMS.
Honest take: Email alerts are easy to ignore. Slack works if your team lives there, but too many and you’ll start tuning them out. Only use SMS for super-critical stuff.
Step 4: Fine-Tune Your Alert Settings
This is where most people mess up. Too many alerts = you’ll start ignoring all of them. Too few = you miss what matters.
Tips for dialing it in:
- Set daily limits if Getcorrelated offers them. Some alerts are only useful the first time they happen.
- Use “AND”/“OR” conditions for more precise triggers (e.g., “Prospect requested a demo AND invited a teammate”).
- Test with your own account before unleashing alerts on your whole team.
- Review alert history after a week. Which ones helped? Which ones were just noise?
Pro Tip: Make it a rule—if you ignore an alert three times in a row, kill it or adjust the trigger.
Step 5: Connect Alerts to Where You Actually Work
No one wants to log into another dashboard just to check alerts. Getcorrelated supports integrations with popular tools.
- Slack: Set up a channel for hot leads or key activities. Just don’t make it your main firehose.
- Email: Useful for solo reps or low-volume teams.
- CRM (like Salesforce or HubSpot): Some activity alerts can automatically log to a prospect’s record—great for keeping things tidy.
- Mobile push or SMS: Only use for “drop everything” moments.
How to integrate:
- Go to the Integrations section in Getcorrelated.
- Pick the tool you want to connect (Slack, email, etc.).
- Follow the prompts—usually just a click or two for OAuth, or copy-pasting a webhook URL.
If you get stuck, the help docs are usually decent, but don’t be afraid to ping support.
Step 6: Test Everything
Don’t assume your alerts work—prove it.
- Trigger the tracked event yourself (request a demo, invite a teammate, whatever).
- Make sure you get the alert, in the right place, at the right time.
- If you don’t, double-check your event tracking and alert settings.
Pro Tip: Have a teammate test too. Sometimes alerts work for you but not others (permissions, channel settings, etc.).
Step 7: Review and Adjust (Seriously, Do This)
After a week or two, check in:
- Which alerts do you actually care about?
- Are you getting too many pings?
- Are you missing key activities you wish you’d known about?
Kill or tweak anything that isn’t helping. Better to have two useful alerts than twenty you ignore.
If something’s confusing, it’s probably confusing for your whole team. Fix it before it becomes “just another noisy tool.”
What Works, What Doesn’t, and What to Ignore
What works: - Alerts tied to real buying signals (demos, team invites, trial upgrades). - Delivering alerts to tools you actually use every day. - Reviewing and pruning alerts regularly.
What doesn’t: - Spamming yourself with every tiny activity. - Email-only alerts (unless you’re religious about your inbox). - Setting and forgetting—alert fatigue sets in fast.
Ignore: - Vanity metrics (“someone viewed your homepage!”) - Tools that don’t integrate with your workflow—if it’s out of sight, it’s out of mind.
Keep It Simple and Iterate
Don’t try to track everything at once. Start with the one or two prospect activities most likely to turn into real conversations or deals. Set up those alerts, see how they work for you, and adjust from there.
You want alerts to make your job easier, not busier. If something isn’t helping you close more deals or have better conversations, cut it. Simple is sustainable—and you’ll actually use it.