Sales alerts notify a rep or team when a selected lead or account activity occurs, such as a pricing-page visit, a scoring threshold being reached or a return visit from a known contact. The purpose is to bring relevant buyer activity into the sales workflow without requiring reps to monitor tracking data manually.

Choosing sales alert triggers

Alert rules should reflect the sales process and the value of the underlying signal. A smaller number of well-defined triggers is usually easier for sales teams to use than notifications for every tracked event.

Where alerts can be delivered

Alerts can be delivered through channels such as Slack, email or CRM workflows. The right channel depends on where the team works and who needs to receive the notification.