You can set up internal notifications using workflows. For example, if you want your team to get notified whenever a new lead comes in via a form, follow these steps:
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Create a Workflow
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Go to Automation → Workflows.
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Click + New Workflow.
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Set a Trigger
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Select Form Submission.
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Go to Forms → Forms → Select the form where leads are captured.
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Add an Action
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Choose Internal Notification as the action.
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Select the notification medium (Email, WhatsApp, or In-App).
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Configure WhatsApp Notifications (if selected)
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Make sure you’ve already scanned your WhatsApp device inside the platform.
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Enter the recipient’s WhatsApp number (include country code, e.g., +91XXXXXXXXXX for Indian numbers).
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Save & Activate
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Save your workflow.
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Turn it ON so that notifications are sent in real time.
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If you are not receiving WhatsApp notifications:
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Check if the WhatsApp device you scanned is active and online.
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Ensure you have added the correct WhatsApp number with the country code (e.g., +91 for India).
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Re-scan the device if it was disconnected.
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✅ Now, whenever a new lead is submitted via the form, your team will instantly receive an internal notification on the selected channel.