Latest Updates To Pinnacle Ai CRM

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Email Notifications on Form & Survey Submissions

January 31, 20242 min read

Exciting news for our CRM users! Now, effortlessly stay in the loop with our latest feature that enables instant email notifications for form submissions and surveys, ensuring you never miss a lead or valuable response and streamlining communication for swift and efficient follow-ups.

Email Notifications on Form & Survey Submissions:Our CRM now allows you to effortlessly set up email notifications for form submissions, streamlining communication and ensuring prompt awareness of new leads or responses.

⭐️ Why Does It Matter To Your Business?

  • Instant Notification: Receive real-time email alerts when someone submits a form or survey, eliminating the need for complex workflows and ensuring you never miss an important lead or response.

  • Simplified Setup: Easily enable form notifications in the form settings, with straightforward options to customize the subject line, recipient addresses, and even conduct a test run.

  • Efficient Communication: Keep your team informed and responsive by automating email notifications, enhancing your ability to engage with new leads and survey responses promptly.

⭐️ How To Use Email Notifications on Form & Survey Submissions: To start using this feature, follow these straightforward steps:

  1. Access the sites tab from the left sidebar then go to Forms/Survey tab from the top menu. In this Example we will be using forms as an example.

  2. Choose to create from scratch by clicking on “Add form” or edit an existing one.

  3. Click on the bell button in the top menu.

  4.  Turn the toggle on.

  5. Fill out the required information for the email notification. Fill in the “Email To” field with the accounts you want to send the notification to. After filling in the details click save.

  6. Don’t forget to save after completing the process.

  7. From now on, every time a form or survey is submitted, you and your team will receive a prompt email notification with a summary of the submitted information.

Streamline your lead management process and enhance communication efficiency with this simple yet powerful email notification feature.

Enjoy the benefits of staying instantly informed about form submissions, enabling quick follow-ups and maximizing your engagement with potential clients.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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