Send channel messages in Slack for new leads in JobProgress
Keep your team in the loop with new leads in real-time. With this workflow, as soon as a new lead pops up in JobProgress, a channel message is dispatched in Slack. This integration not only enhances internal communication but also ensures everyone is on the same page, driving streamlined business operations.
Keep your team in the loop with new leads in real-time. With this workflow, as soon as a new lead pops up in JobProgress, a channel message is dispatched in Slack. This integration not only enhances internal communication but also ensures everyone is on the same page, driving streamlined business operations.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Trigger for Bot Messages?
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New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
New Channel
Triggers whenever a new #channel is created.
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