Real-time email alerts for new leads

Receive an email the moment a lead is captured, with visible submitted fields, the form it came from, and the full source/UTM trail.

What real-time alerts do

Real-time alerts send an email to the recipients you choose every time a new lead is captured on a site. The email includes visible submitted fields, the form name and page, the source and UTM parameters, ad click IDs, the referrer, and a direct link to the lead in your dashboard.

Alerts run alongside your Google Sheet sync and any webhooks you've set up - they don't replace either.

Note

Spam submissions are never emailed - the alert is skipped automatically.

Turning alerts on

Alerts are configured per site. Open the site you want to receive alerts for, then click Notifications in the left sidebar.

  1. 1

    Open Notifications

    From the sidebar, choose the site you want to receive alerts for, then click Notifications.

  2. 2

    Toggle alerts on

    Use the switch at the top of the "New lead alerts" card to enable real-time emails.

  3. 3

    Add recipients

    Type each email address into the "Send alerts to" field and press Enter (or click Add). Recipients appear as removable pills - delete one at any time by clicking the X.

  4. 4

    Send a test

    Click "Send a test alert" to deliver a sample email to every recipient. This is the fastest way to confirm the addresses work and the email lands in the right inbox.

Tip

You can list multiple addresses - the whole sales team, a shared inbox, or a Slack-by-email forwarder. Each recipient gets their own copy of the alert.

What's in every alert email

  • Visible captured fields (name, email, phone, message, etc.)
  • The form name and the page it was captured on
  • Source, medium, campaign, term and content (UTMs)
  • Click IDs for Google, Meta, Microsoft, TikTok and LinkedIn ads
  • Referrer URL
  • A button that opens the lead in your LeadToSheet dashboard

Limits and quiet hours

You can have up to 20 recipients per channel (alerts and digests are tracked separately). Each alert is sent immediately - there is no batching, throttling or quiet-hour window. If you need quiet hours, point alerts at a routing inbox or use webhooks instead.