Sending Leads to Privyr via Email

Introduction

You can send or forward leads directly to Privyr via email. This gives you instant new lead alerts and automatically creates the leads in your client list so you can immediately contact them.

Note that you’ll need to be subscribed to Privyr Pro to set up this integration.

Sending Leads to Privyr via Email

You have two options for sending leads to Privyr via email. Please follow the instructions to send leads from your lead source to Privyr:

• Send Lead Alert Emails Directly to Privyr: This option is ideal if your lead source allows you to configure the email address for receiving leads directly.
• Forward Leads from Your Email Inbox to Privyr: This option is ideal if your lead source doesn’t support custom email addresses for lead alerts, allowing you to forward leads from your inbox instead.

SEND LEAD ALERT EMAILS DIRECTLY TO PRIVYR

If your lead source allows you to configure your lead recipients’ emails, send leads directly to your unique Incoming Leads Privyr Email Address:

• This email can be found on the Send Leads to Privyr via Email page in your Privyr account

Otherwise, please follow the subsequent instructions to Forward Leads from Your Email Inbox to Privyr instead.

FORWARD LEADS FROM YOUR EMAIL INBOX TO PRIVYR

To forward leads from your email inbox to Privyr, please complete the following two steps:

1. Set up automatic email forwarding from your email inbox to Privyr

1. Log into your email account
2. Create a rule in your inbox to filter lead alert emails that you want to forward to Privyr
   • View guides on creating filter rules for Gmail, Outlook, and Yahoo, or check with your email provider.
   • To avoid sharing sensitive data, please configure appropriate filters such as specific sender addresses and subject line keywords to ensure that only relevant emails are forwarded to Privyr.
3. Set up automatic email forwarding of the leads that you filtered in Step 2
   • Send the filtered emails to your Incoming Leads Privyr Email Address:
     • This email can be found on the Send Leads to Privyr via Email page in your Privyr account
   • View guides on setting up automatic email forwarding for Gmail, Outlook, and Yahoo, or check with your email provider.

2. Connect your Lead Source Email Addresses

• In the Send Leads to Privyr via Email page, under the section Connect your Lead Source Email Addresses, enter the email addresses of the platforms that you are forwarding your leads from. Privyr will only process leads from these addresses.

And that’s it! Once done, new leads from your GoDaddy account will be automatically sent to Privyr.

New Lead Alerts

Once you set up your leads to be sent to your Privyr account via email, any new leads submitted via your connected contact forms will send you a new lead alert via the Privyr app and email. You can configure these alerts via your Account Notification Settings.

Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response.

You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.

All new leads received via email will be displayed with an UNCONTACTED label in their client details and the client list until you act on them. They’ll also appear in your Uncontacted Leads group.

Depending on your Uncontacted Leads Settings, the UNCONTACTED label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up date. You can also manually mark or unmark a lead as UNCONTACTED via the options menu when viewing the lead.

Distribute Leads received via Email to other Recipients

You can automatically share your leads with other recipients via email, even if they don’t have a Privyr account. This is useful if you’d like to distribute leads to your clients or colleagues, and can be configured to forward all leads to all recipients, or distribute leads equally in a Round Robin fashion.

Recipients will receive new lead details instantly via email and/or the Privyr app, with attribution ‘This lead was sent to you by @name at @company’ (where @name and @company are replaced with the Name and Company from your User Profile, respectively).

Find out more about Automatic Lead Distribution.