Alert notification to assigned owner of imported lead

@Brock_Scott,

My understanding is you wish to import leads to Keap and then assign an owner based the state in which the lead is located so the representative from your team who covers that state is assigned to the lead and the representative also gets notified.

One way to achieve what you’re describing could be through an Advanced Automation. Please review my notes below regarding how this can be implemented for your proposed scenario:

A. Create an advanced automation and add an entry point that splits off into several sequences to assign to different owners:


B. Update the decision diamond to send contacts to different sequences, based on the value of the ‘State’ field on their contact record:

Location in Automation:

Location in Sequence:


C. Update the ownership assignment sequences to use the ‘Assign an Owner’ functionality to set the corresponding owner:

Location in Automation:

Location in Sequence:


D. Add a ‘Notify Owner of New Lead Assignment’ sequence to the end of the automation and set the email to be sent to ~Owner.Email~:

Location in Automation:

Location in Sequence:

To Email Address:

You can customize the message needed for your representative to merge a combination of the Contact’s information and the Owner’s Information:



The automation above assumes contacts who are added to the automation still need assignment and that their representatives need notified. Feel free to adjust as needed to suit your needs.