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Docs/Integrations/Notification Settings

Notification Settings

Configure how and when Synaptiq alerts your team when leads are captured, qualified, or take key actions.

Notification Settings

Synaptiq can alert your team the moment something important happens — a new lead is captured, a visitor qualifies, or a meeting gets booked. This guide covers all notification channels and how to configure them.

All notification settings live under Admin Dashboard > Settings > Notifications.


Notification Channels

Synaptiq supports three notification channels. You can enable any combination.

ChannelBest ForSetup Required
EmailIndividual alerts, always-on coverageNo setup — uses your account email
SlackTeam visibility, real-time pipeline viewSlack webhook URL
WebhookCustom workflows, Zapier/Make, your own backendAn HTTPS endpoint that accepts POST requests

Email Notifications

Email notifications require no additional setup. By default, Synaptiq sends alerts to the email address associated with your admin account.

Configuring Email Recipients

To add or change recipients:

  1. Go to Settings > Notifications > Email
  2. Click + Add Recipient
  3. Enter the email address and choose their notification level (All Events, Qualified Only, or Meetings Only)
  4. Click Save

You can add up to 10 email recipients. Each recipient can have independent notification settings.

Email Notification Events

EventDescription
New lead capturedFires when a visitor provides contact info for the first time
Lead qualifiedFires when a lead's score exceeds your qualification threshold
Meeting bookedFires when a lead books a calendar event
Human takeover requestedFires when a visitor explicitly asks to speak to a human
High-score alertFires when a lead scores above a custom threshold you define

To toggle individual events, use the checkboxes next to each event in Settings > Notifications > Email > Events.


Slack Notifications

Slack notifications post a summary card to a channel of your choice the moment a qualifying event occurs. The card includes the lead's name, company, score, and a direct link to their dashboard profile.

Setting Up Slack

  1. In Slack, go to Apps and search for Incoming WebHooks
  2. Click Add to Slack and choose the channel where notifications should post
  3. Copy the Webhook URL (it looks like https://hooks.slack.com/services/T.../B.../...)
  4. In Synaptiq, go to Settings > Notifications > Slack
  5. Paste the webhook URL into the Slack Webhook URL field
  6. Click Send Test Notification to verify it works
  7. Click Save

Slack Notification Format

A typical Slack card looks like this:

🎯 New Qualified Lead — Score: 84

Name: Alex Johnson
Company: TestCorp (200 employees)
Email: alex.johnson@testcorp.com
Budget: $5,000–10,000/mo | Timeline: 30 days

View Lead → synaptiqintel.com/admin/leads/lead_abc123

Configuring Slack Events

By default, Slack notifications fire for:

  • Lead qualified
  • Meeting booked
  • High-score lead captured (score ≥ 80, configurable)

To change which events post to Slack, go to Settings > Notifications > Slack > Events and toggle each event on or off.

Multiple Slack Channels

You can configure different events to post to different Slack channels by adding multiple webhook URLs:

  1. In Settings > Notifications > Slack, click + Add Channel
  2. Paste the second webhook URL
  3. Assign specific events to each channel (e.g., all qualified leads to #sales, meetings only to #calendar)

Webhook Notifications

Webhook notifications fire a POST request to any HTTPS endpoint when a qualifying event occurs. Use this to build custom workflows with Zapier, Make, n8n, or your own backend.

Configuring a Webhook

  1. Go to Settings > Notifications > Webhooks
  2. Click + Add Webhook
  3. Enter your endpoint URL (must be HTTPS)
  4. Select which events should trigger the webhook
  5. Optionally set a secret key for request signing (see Verifying Webhooks below)
  6. Click Save

Webhook Payload

Every webhook POST includes a JSON payload with full event context:

{
  "event": "lead.qualified",
  "timestamp": "2026-04-07T14:32:00Z",
  "lead": {
    "id": "lead_abc123",
    "name": "Alex Johnson",
    "email": "alex.johnson@testcorp.com",
    "company": "TestCorp",
    "score": 84,
    "status": "qualified",
    "fields": {
      "job_title": "VP of Sales",
      "company_size": "200",
      "budget": "$5,000-10,000/month",
      "timeline": "Within 30 days"
    }
  }
}

For full payload schemas per event type, see the Webhooks API reference.


Lead Score Threshold Alerts

Beyond standard qualification events, you can set a high-score threshold to get alerted immediately when an especially strong lead enters the pipeline.

Setting the Threshold

  1. Go to Settings > Notifications > Score Threshold
  2. Set a score value between 0 and 100 (default is 80)
  3. Choose your alert channel (Email, Slack, or both)
  4. Click Save

When any lead exceeds this threshold, Synaptiq fires the alert immediately — before the lead has even finished their conversation. This is useful for hot inbound leads where speed-to-response is critical.

Recommended thresholds:

Sales VolumeRecommended ThresholdRationale
High-volume (200+ leads/mo)85–90Focuses alerts on your best 5–10% of leads
Mid-volume (50–200 leads/mo)75–80Alerts on strong leads without overwhelming the team
Low-volume (under 50 leads/mo)60–70Captures any viable lead immediately

Email vs. Slack: Which to Use

ScenarioRecommendation
Solo founder or small teamEmail is enough — it covers you even when Slack is closed
Sales team with shared pipeline viewAdd Slack so the whole team sees leads in real time
After-hours coverageEmail — Slack channels may be muted after business hours
High-volume environmentsSlack with score threshold ≥ 85 to avoid notification fatigue
Custom CRM routing or multi-tool workflowsWebhook — gives you programmatic control

You can run all three channels simultaneously. A common setup is:

  • Email — for all events, sent to the sales lead
  • Slack — qualified leads only, posted to #pipeline
  • Webhook — meeting booked events only, to trigger CRM deal creation

Notification Digest

Instead of per-event alerts, you can switch to a daily or weekly digest:

  1. Go to Settings > Notifications > Digest
  2. Select Daily or Weekly
  3. Set the delivery time and day (weekly digests default to Monday 8 AM in your timezone)
  4. Click Save

The digest includes a summary of all events from the period, ranked by lead score.

Note: Digest mode replaces real-time alerts for the selected channel. If you want real-time alerts for qualified leads but a daily digest for new lead captures, configure them separately by event type.


Next Steps

  • Webhook Configuration — full payload schemas and delivery guarantees
  • Zapier and Make — pre-built templates for common notification workflows
  • Managing Leads — how to act on leads once you receive the alert

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