Automation Recipe: Notify a Sales Rep of a New Lead

 

Scenario:

Create a new automated rule: when a new lead is first input into JobNimbus, |send a notification email to the sales rep.

Instructions:

  1. From the Templates section of your JobNimbus Settings, select Add Template.
  2. Select Email.
  3. Input a Template Name, such as “Notify Sales Rep of New Lead”.
  4. Within the white text box of the “Add Template” window, input the body of the email. As an example:
  1. Select + Add Template.
  2. Proceed to the Automations section of your JobNimbus Settings.
  3. Select + Add Rule.
  4. Input a Rule Name, such as “Notify Sales Rep of New Lead”.
  5. Within the following line, select the statement “When a Contact is Created.
  6. Select + Add Condition.
  7. From the conditional statement, select “If Type is equal to” and select the name of the contact workflow in which your lead status resides (i,e. “Customer” or “Residential”). Ensure “Only if Type is modified” is unchecked.
  8. Select + Save.
  9. Select + Add Condition
  10. From the conditional statement, select “If Status is equal to” and select the name of your lead status (i,e. “Lead”). Ensure “Only if Status is modified” is unchecked.
  11. Select + Save.
  12. Select the radio button for “Require all conditions to be true”.
  13. Select + Add Action.
  14. From the drop-down, select Send Email.
  15. Select + Continue.
  16. From the “Template” drop-down, select our newly created template for “Notify Sales Rep of New Lead”.
  17. Input a subject, such as “New Sales Lead”.
  18. Select “Sales Rep” as the recipient from the multi-choice drop-down menu.
  19. Select + Save.
  20. You will be returned to the Rule window. Once complete, select + Save. Your automation is now active.