LeadConnector + Slack
Send direct messages in Slack for updated pipeline stages in LeadConnector
Stay informed on your lead pipeline progress with this handy workflow. When a lead's stage changes in LeadConnector, a direct message will be sent to a specified Slack user, keeping them up-to-date on crucial developments. This automation ensures quick communication and seamless tracking of lead stage advancements.
Stay informed on your lead pipeline progress with this handy workflow. When a lead's stage changes in LeadConnector, a direct message will be sent to a specified Slack user, keeping them up-to-date on crucial developments. This automation ensures quick communication and seamless tracking of lead stage advancements.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Trigger for Bot Messages?
Optimized data
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Channel
Triggers when a new #channel is created.
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