Each time someone fills out a card form, the cardholder receives an email with the new contact information.
What is included in the notification
The notification includes:
- Name: Contact name
- E-mail: Email provided
- Phone: Telephone number
- Comments: Visitor's message or note
- Card of: Which card generated the contact
- Source Url: From where the card was accessed
Advantages for follow-up
| Advantage | Description |
|---|---|
| Quick response | First responder has 10x more chance of closing |
| Fresh context | You know exactly when and where the interaction occurred |
| Data ready | Email and phone number of contact to write or call immediately |
💡 **Tip:** Set up a rule in your email to highlight Lead2Team notifications. This way you won't miss any contacts.
