Instant CRM Notification Alerts

# Instant CRM Notification Alerts ## What It Does Instant CRM Notification Alerts automates notifications from TwentyCRM to your preferred messaging channels, ensuring sales teams stay on top of new leads and opportunities. With this automation, you'll receive instant updates directly in Gmail or Slack, saving time and ensuring timely follow-ups. The automation stores relevant data in Google Sheets for easy reference and tracking. By streamlining notification processes, sales teams can focus on what matters most: closing deals. ## Who Needs This Sales Managers who manually check TwentyCRM for new leads and opportunities can benefit greatly from Instant CRM Notification Alerts. Currently, they likely spend a significant amount of time checking the CRM, sending notifications to team members, and updating records. This automation eliminates the need for manual checks and notifications, freeing up time for more strategic tasks. ## How It Works — Step by Step 1. You connect your TwentyCRM account to the automation agent, allowing it to access your CRM data. 2. The agent is configured to monitor TwentyCRM for new leads and opportunities. 3. When a new lead or opportunity is detected, the agent retrieves the relevant details. 4. You specify your preferred messaging channel, either Gmail or Slack, for receiving notifications. 5. The agent sends a notification to your chosen channel with the details of the new lead or opportunity. 6. The relevant data is stored in a Google Sheets document for future reference and tracking. 7. You review the notifications and data stored in Google Sheets to stay on top of new leads and opportunities. 8. The automation continues to run, providing ongoing notifications and data storage. ## What You Get * Instant notifications in Gmail or Slack for new leads and opportunities * Relevant data stored in Google Sheets for easy reference and tracking * Time saved by automating manual checks and notifications * Improved team productivity and responsiveness to new leads and opportunities * Enhanced visibility into CRM data through automated reporting ## Setup Requirements * TwentyCRM account credentials * Google Sheets account * Gmail or Slack account (depending on your preferred messaging channel) * Incoming webhooks configuration (provided during setup) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*