HappierleadsDocs

Slack

Post every new lead to a Slack channel, with the message you choose.

Each lead that matches the automation is posted to a Slack channel the moment it arrives: who they are, their company, the pages they saw and a link to the lead. You choose the channel and the message.

  1. Integrations → Notifications → Connect Slack.
  2. Automations → New automation, then Send to Slack.
  3. Pick the channel and, if you like, edit the message.
  4. Save. Send yourself a test message first to see how it looks.