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high level notifications

Assigned to
Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Isaac Klausnser, Medstar Isaac can we get a text sent to this phone number 9am-4pm (859) 312-9594 and this number from 4pm-9am (732) 997-9458 every time there is a new lead in GHL?
Also, can we have it connect as a phone call as soon as there is a form fill (with the option where she can connect by pressing 1? Then if there isn't a phone call connection we go into the auto text/email sequence. 
The campaign can also change to continue all-day (instead of the 8am-8pm Mon-Sat).

And please also add this email to lead notifications 
divyaswapnika@gmail.com

Comments & Events

Isaac Klausnser, Medstar
Vania J, Medstar Vania -

can we get a text sent to this phone number 9am-4pm (859) 312-9594 and this number from 4pm-9am (732) 997-9458 every time there is a new lead in GHL?

Yes, it may be possible but will take more than a couple of hrs as we will have to create two separate campaigns + build paths in zapier + add some extra fields in all the forms.

Also, can we have it connect as a phone call as soon as there is a form fill (with the option where she can connect by pressing 1?

Yes. With the current setup. GHL system will call them at this phone number. (972) 393-1699. If they want it to receive the calls on any other number. Please let me know. Once you confirm. I will set it up.

The campaign can also change to continue all-day (instead of the 8am-8pm Mon-Sat).

UPDATED. Both Emsella and the core campaign
.

And please also add this email to lead notifications divyaswapnika@gmail.com

DONE
Vania J, Medstar
Isaac Klausnser, Medstar Isaac questions...
How many hours? 2-3? Also what specifically do you mean by "extra fields in all the forms"? On the back end or to the actual forms on the website?

can we get a text sent to this phone number 9am-4pm (859) 312-9594 and this number from 4pm-9am (732) 997-9458 every time there is a new lead in GHL?

Yes, it may be possible but will take more than a couple of hrs as we will have to create two separate campaigns + build paths in zapier + add some extra fields in all the forms.

Vania J, Medstar
Isaac Klausnser, Medstar Isaac just realized I mistyped what I actually need in the setup...SO....

Can we get a text sent to this phone number (732) 997-9458 every time there is a new lead in GHL?

Then with the "phone call-press 1 to connect" step in the campaign...
can it connect to this phone number (859) 312-9594 from 9am-4pm and this number from 4pm-9am (732) 997-9458 every time there is a new lead in GHL?
Isaac Klausnser, Medstar
Vania J, Medstar Vania  

Can we get a text sent to this phone number (732) 997-9458 every time there is a new lead in GHL?

DONE


For the phone call. I will have to do some tests before I can confirm if the above is possible. Will check and get back to you soon.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac the client is saying that they aren't getting the email notification at the gmail address. divyaswapnika@gmail.com
And that she checked all the inboxes and spam folders. 
Isaac Klausnser, Medstar
Vania J, Medstar Vania  

And please also add this email to lead notifications divyaswapnika@gmail.com

Here. I may have misunderstood you. I added this email to the lead reply notification. Did you mean to add this email to the settings where every time a new lead comes in their GHL account it will notify them along with a text on their phone?
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  No. Add this email lead notifications where an email gets sent everytime there is a form fill.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Got it. Added.
Isaac Klausnser, Medstar
Vania J, Medstar Vania  

Then with the "phone call-press 1 to connect" step in the campaign...
can it connect to this phone number (859) 312-9594 from 9am-4pm and this number from 4pm-9am (732) 997-9458 every time there is a new lead in GHL?

I confirm above is possible.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  yay! Can you enable this trigger then?
Isaac Klausnser, Medstar
Vania J, Medstar Vania - This has been done now.

Now every time a new lead comes in 24/7 in their GHL. It will receive an automated text, an email, and a phone call from the staff.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Please test on your end and let me know if you notice any issues.

Also, let me know if we need to set up this same for Emsella leads as well. They have a separate campaign for Emsella leads in their GHL.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  yes to emsella. I will test new setup with the dr tomorrow!
Isaac Klausnser, Medstar
Vania J, Medstar Vania - OK. I will wait for you to confirm after you have performed the test and say OK before setting up the same setup for Emsella.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac the setting with the dr's number is working correctly but from 9-4 they say its not connecting to (859) 312-9594.

But go ahead and make the setup for emsella live as well please
Isaac Klausnser, Medstar
Vania J, Medstar Vania - That's strange. I just tested it with my own phone number and it worked successfully.

But go ahead and make the setup for emsella live as well please

DONE
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  My tests are on the leadsheet but not showing in HL and not connecting to the automatic campaign
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  I entered two?
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Duplicate contacts are disabled in the campaign or did you different details while doing the test second time?
Vania J, Medstar
different details
Vania J, Medstar
Isaac Klausnser, Medstar Isaac I see one of the tests now. It seems there was just a long delay in it showing up in hl. very strange
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  I put a new one about 5 mins ago, all new details, and am still waiting to see it pop up
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Can you please share the details you used while doing this test? 
Vania J, Medstar
the phone number was 7253006418
Alyssa Workman, Medstar
Vania J, Medstar Vania Isaac Klausnser, Medstar Isaac  does anything still need to happen here? Vania, remember to tag Isaac in replies otherwise he might not see it. 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Yes. We can mark it as completed.
Alyssa Workman, Medstar Thank you! ❤️
Isaac Klausnser, Medstar
Isaac Klausnser completed this to-do.