Notifications

Configure when and how your team gets notified about lead activity.

Spara can notify your team in real time when key lead events occur — like a new visitor being identified, lead information being enriched, or an email being sent. Notifications help your sales team respond faster and stay on top of pipeline activity without constantly monitoring the platform.

There are two ways to set up notifications about lead activity:

• Settings > Notifications — automatically notify your team when specific lead events happen across all leads. Best for organization-wide alerts that should fire every time an event occurs.
• Workflow Notify step — send targeted notifications as part of a Workflows, with custom messages and lead-specific data. Best for conditional alerts that should only fire when leads match specific criteria. See Notify Step for setup instructions.

Notification Settings

Navigate to Settings > Notifications to configure automatic notifications for your organization. Each notification event can be independently enabled and routed to one or more channels.

The Notifications tab in Settings, showing configurable events.

Notification events

Notifications share their event catalog with Workflows triggers, so any event a workflow can start from can also send your team a notification. Events are grouped by where they come from:

Lead activity events fire based on lead identification and status changes:

Event	What triggers it
Website visitor deanonymization	A previously anonymous website visitor is identified by IP address
Lead enrichment	Spara learns new information about a lead through enrichment
Blocked	A lead is blocked or marked as malicious
Webform submitted	A lead submits a webform
Unsubscribed	A lead unsubscribes from your emails

Email events fire when emails are sent, received, or engaged with:

Event	What triggers it
Workflow email sent to lead	A Workflows step sends an email to a lead
Reply email sent to lead	A reply email is sent to a lead
Lead sent an email	A lead sends your team an email
Email opened	A lead opens an email from Spara
Email link clicked	A lead clicks a link in a Spara email
Email reply received	A lead replies to an email

Text events fire when a lead texts your team:

Event	What triggers it
Text received	A lead sends a text message

Chat events fire during live conversations with a lead:

Event	What triggers it
Chat conversation started	A lead starts a chat conversation
Chat conversation ended	A lead finishes a chat conversation
Email captured	A lead provides their email address
Agent condition met	A lead meets a condition configured in an agent's trigger

Phone and product demo events fire when calls complete:

Event	What triggers it
Incoming call ended	An incoming phone call with a lead completes
Outgoing call ended	An outgoing phone call to a lead completes
Navigator call ended	A Spara Navigator web call completes
Product demo ended	A product demo session completes

Meeting events fire around scheduling:

Event	What triggers it
Calendar shown	A lead is shown a booking calendar
Meeting scheduled	A lead books a meeting

Call-ended notifications fire only for calls that connect. Dials that go unanswered or fail do not notify your team. Email opened and Email link clicked require email tracking to be enabled for your account.

For Agent condition met, the message content is defined by your agent's trigger configuration; here you only choose where to send it. If you previously subscribed to "A voice call has ended", your subscription was split into the per-call-type events above, based on the call types your account has had.

Notification channels

Each event can be routed to one or more of these channels:

• Email — Send to a specific email address. When a sales rep is assigned to the lead, you can also enable Notify sales rep to send a copy to them automatically.
• Slack — Post to a specific Slack channel. Also supports Notify sales rep to DM the assigned rep.
• Microsoft Teams — Post to a specific Teams channel.
• Webex — Post to a specific Webex room.

Slack, Teams, and Webex must be connected under Settings > Integrations before they appear as notification options. See Communications Integrations for setup instructions.

Connect Slack, Microsoft Teams, or Webex under Settings > Integrations to unlock messaging channels.

Enabling a notification

To enable a notification for an event:

1. Check the Send to email address box next to the event
2. Enter the email address that should receive the notification
3. Click Save Changes

Enabling an email notification reveals the email address field.

If your organization has connected Slack, Microsoft Teams, or Webex, additional channel options appear for each event. You can route the same event to multiple channels simultaneously.

FAQ

Do notification settings and workflow Notify steps overlap?

They serve different purposes. Notification settings send automatic alerts for every lead that triggers an event. Workflow Notify steps send alerts only for leads that enter a specific workflow and reach the Notify step. You can use both together.

Can I notify the assigned sales rep?

Yes, for Email and Slack notification channels. Enable the Notify sales rep toggle next to the event. Spara looks up the rep's email from your connected CRM (e.g., Salesforce) and sends them a notification when their assigned lead triggers the event.

What if I don't see Slack or Teams options?

You need to connect the integration first. Go to Settings > Integrations and authorize Slack, Microsoft Teams, or Webex. Once connected, those channels appear as options in both notification settings and the workflow Notify step.