Hi - I have a lead form on my website that gets a decent amount of traffic, and I created an automation to do two things: first, enter the lead’s information into my CRM. Second, it sends an alert message in Microsoft Teams so that I am aware of when a new lead comes in.
However, the message in Teams is not actually notifying me. I think the issue is that I run a one-man business. So technically, the channel message is being sent from my own account. Thus, since I’m technically the one sending it, it doesn’t actually notify me.
Is there any way around this? I’d love to get a notification pop up on my desktop/phone every time a lead comes in.
You can instead create a task maybe in teams to review the lead. But Make does not have modules for this so you might need to do it by making an API call.
Or maybe use something else to alert you? Like Microsoft Tasks?
The other option is to create another account for this but not sure if you want to pay for another user just for this…
I personally do not like Teams. There are so may other project management tools that are more customizable and flexible. Perhaps look into something else?
Agreed, Teams is not the right tool for the job. Perhaps you should consider making the CRM notify you directly.
Hm OK - maybe I’ll see if I can activate desktop notifications on the CRM.