LeadConnector + Slack
Send private channel messages in Slack when pipeline stages change in LeadConnector
Streamline your lead management process with this efficient workflow. Once a pipeline stage changes in LeadConnector, a message instantly gets sent in your chosen private Slack channel. This immediate communication helps to keep your team updated about lead progression, facilitating swift and timely actions. Simplify your day-to-day operations and be constantly in the know with this seamless process.
Streamline your lead management process with this efficient workflow. Once a pipeline stage changes in LeadConnector, a message instantly gets sent in your chosen private Slack channel. This immediate communication helps to keep your team updated about lead progression, facilitating swift and timely actions. Simplify your day-to-day operations and be constantly in the know with this seamless process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Private Channel Message
Triggers when a new message is posted to a specific #private-channel or multi-dm.
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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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