CLG App + Slack
Post Slack messages for new CLG App leads
If your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new leads created in CLG App. Once this integration has been set up, all new CLG App leads will automatically be sent via a Slack notification to your team.
If your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new leads created in CLG App. Once this integration has been set up, all new CLG App leads will automatically be sent via a Slack notification to your team.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
