How it works
A workflow watches for the thing you care about (a form, a booking, a reply) and sends a message to you, not the customer. That's an internal notification.
Make the workflow
Go to Automations > Workflows, click + Create Workflow and start from scratch. Add a trigger: Form Submitted, Appointment Booked, or Customer Replied.
Automations› WorkflowsAdd the alert
Add the Internal Notification action. Choose SMS, email or an in-app notification, and pick the user or type the number.
Alert textNew lead: {{contact.name}}, {{contact.phone}}. Source: {{contact.source}}. Open revenu to reply.Get it on your phone
Install the revenu mobile app and allow notifications, so new messages and leads ping you too.
Publish
Switch the workflow to Published and save. Test with a dummy form submission.
You hear about every new lead within seconds.
Next up
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Reply to new leads the moment they enquire
Someone fills in your form and gets a text and email straight back, even at 10pm.
- 1Create a workflow
- 2Start it when the form is sent
- 3Send the reply
Use the revenu app on your phone
Reply to customers, take calls and check your day from the van.
- 1Get the app
- 2Sign in and pick your account
- 3Turn on notifications
Why isn't my workflow working?
The ten things that quietly stop automations, and how to check each in a minute.
- 1It's still a draft
- 2Check Enrollment History
- 3A filter doesn't match