CRM
CRM notifications keep your team informed about new and updated Leads and Accounts within your organization. They help ensure that every sales or service opportunity created through the platform is vi
Overview
Revampd automatically generates CRM notifications when key actions occur in your organization’s customer pipeline. These include new lead creation, account updates, and related activity shared through connected organizations.
Notifications appear in the CRM category and link directly to the relevant Lead or Account record for follow-up.
Lead Notifications
Lead notifications are created whenever a new lead is generated or imported into your CRM — whether from connected forms, campaigns, or integrated sources.
They include essential details to help your team take immediate action, such as:
Lead name and contact info
Source (e.g., Google Ads, Facebook Ads, Referral, etc.)
Assigned organization or rep
Lead creation date and status
These notifications ensure that no new lead goes unnoticed and allow quick navigation to the record for review, qualification, or follow-up.
Typical Triggers
A new lead is created through a campaign or form.
A lead is imported via integration.
A connected Partner or Sub-Org shares a new lead record.
Account Notifications
Account notifications provide visibility into when a new account is created or updated in your CRM. An account represents a business or customer record linked to multiple leads, opportunities, or tickets.
Each notification includes:
Account name and description
Linked organization (if applicable)
Affiliate percentage or revenue share
Payment method status
Date created or updated
This helps Partners and Sub-Orgs coordinate ongoing relationships and ensures accounts remain properly linked across connected organizations.
Typical Triggers
A new account is created after a lead converts.
A Partner connects an existing account with your organization.
Affiliate or payment details on an account are updated.
Notification Flow
Lead Created → Notification sent to the organization that owns the lead.
Account Created → Notification sent to the connected organization.
Each CRM notification includes a direct link to open the record in the CRM view, allowing quick access to follow-up actions.
Key Takeaways
Lead and Account notifications keep sales and support teams aligned on new records.
Sub-Orgs and Partners both receive CRM notifications for leads or accounts relevant to their organization.
Notifications link directly to the CRM entry for quick access and tracking.
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