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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

Note

The standalone Notifications item was removed from the sidebar, but the page itself still hosts the email-alert settings — there is currently no "Email" destination in Routes for sending alerts to your internal team, so this remains the path for that use case. (Slack, Discord, and Microsoft Teams alerts have moved to Routes — see the destinations articles for those.)

Alerts are configured per site at /dashboard/<your-site-id>/notifications. Open that URL directly, or follow the steps below.

  1. 1

    Navigate to the Notifications page

    In the URL bar, replace /forms, /leads, or /settings with /notifications (e.g. /dashboard/<site-id>/notifications). If you land on the legacy redirect notice card, scroll down — the email alert settings card sits below it.

  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 email" 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.