Send automated notifications to deal owners

You can dynamically send automated notifications to deal owners as soon as their contacts/leads have completed a specific step in an automation. For example, you may wish to notify a deal owner if their lead visited a page on your site or alert a user that a new deal has been assigned to them.

To set this up, follow the steps below:

  1. Go to the Automations overview page and click the “Edit” button for the automation you wish to edit.


  2. From the right side menu, click “Sending Options” then click “Notify Someone.”


  3. Drag the notification action to your desired spot in your automation.
  4. In the “Send to” field, type the following personalization tag:


  5. Complete the rest of the notification fields and click the “OK” button:

Now every time contacts encounter this step in your automation, a notification will be sent to their respective deal owners.Sen

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