Get a summary of new Picreel leads via email on a schedule
It's important to stay on top of your new leads, but all the pings and notifications can be distracting. This automation lets you package up your new Picreel leads in an email summary. Send it to yourself, your boss, or your whole team. You can choose whether to get the update every day, week, or month. You'll have a clear picture of your conversions without all the distractions.
It's important to stay on top of your new leads, but all the pings and notifications can be distracting. This automation lets you package up your new Picreel leads in an email summary. Send it to yourself, your boss, or your whole team. You can choose whether to get the update every day, week, or month. You'll have a clear picture of your conversions without all the distractions.
- When this happens...New Lead
Triggers when a new lead is created
- automatically do this...Append Entry and Schedule Digest
Appends an entry to your digest, and schedules a time for it to be released.
- then do this!Send Email
Triggers when a new email appears in the specified mailbox.
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