Overview
With the new Custom Email Forwarding option, you can automatically send incoming Leads submissions to one or more email addresses of your choice.
This enhancement ensures your marketing, sales, or front desk teams are immediately notified when a new lead is captured. Only accounts on the Accelerator plan have access to this feature.
How to Set Up Custom Email Forwarding
Navigate to Settings → Integrations → Leads API.
Scroll down to the section titled “Set Up Email Forwarding for New Leads.”
Enter one or more email addresses in the Notification Email field.
Separate multiple addresses by hitting the space bar after entering the email
Click Save to confirm your settings.
Once saved, the system will automatically send a notification email each time a new lead is submitted through your integrated form.
What Happens Next
When a new lead is received:
The system automatically sends an email notification to all addresses listed in your Notification Email field.
Each email includes the lead’s contact information and any additional details provided via your lead form.
Notifications are formatted using the standard Lead Submission Email Template (consistent with other integration alerts).
This ensures your team never misses a new opportunity — whether it’s for follow-up, outreach, or internal tracking.
Example Use Cases
Marketing: Automatically send new leads to your marketing or CRM inbox.
Sales: Route leads directly to your sales rep or office manager.
Multi-location practices: Use multiple email addresses to forward leads to the correct clinic team.