AI powered Lead Alerts
Vision is now seamlessly built into our email alert framework. Vision Alerts are available with Vision Prospector, Landing Page form submissions and the Alert Agent action in Automation. Vision Alerts are mobile friendly and contain call prompts for mobile devices if a contact number is discovered by Vision, making it easy for a SDR to reach out immediately.
Alerts from Vision Prospector
Vision Alerts can be automated by configuring the email address/es in the Alerts section of Vision Prospector. Specific alerts can also be sent to SDR's using the action menu of Vision Prospector.
Alerts from Pages & Form submissions
When a lead generation form is submitted, Vision will automatically scan (if the record has not already been identified) and send a Vision Alert to the email address/es configured in the alert section of the form editor. Alerts from forms will contain any insights discovered by Vision in addition to the field attributes collected by your form.
Alerts from Automated Actions
A Vision Scan will be run (if not already run on a record brought into the database) and the Vision profile will be included in the email alert sent to agents via the Alert Agent action in automation, in addition to the data already included today.