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LionDesk + Slack

Send Slack messages for new LionDesk contacts

Instantly stay informed about new contacts in LionDesk by setting up this workflow. When a new contact is added in LionDesk, a message will be promptly sent in a designated Slack channel. This streamlines communication and ensures your team is always updated about your LionDesk contacts, enhancing team efficiency and collaboration.

Instantly stay informed about new contacts in LionDesk by setting up this workflow. When a new contact is added in LionDesk, a message will be promptly sent in a designated Slack channel. This streamlines communication and ensures your team is always updated about your LionDesk contacts, enhancing team efficiency and collaboration.

  1. When this happens...
    LionDeskLionDesk
    New Contact

    Triggers when a new contact is added to your LionDesk account.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LionDesk triggers, actions, and search

    New Contact

    Triggers when a new contact is added to your LionDesk account.

    Trigger
    Scheduled
    Try It
    • Contact's LionDesk idRequired

    • Remove existing tags?

    • Tags

    • Tag options

    Action
    Write
    • LionDesk IdRequired

    • CampaignRequired

    Action
    Write
    • Email

    • Phone number

    • LiondDesk id

    Action
    Search
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Primary Email

    • Contact Hotness

    • Contact Source

    • Contact Tags

    • Mobile Phone

    • Home Phone

    • Office Phone

    • Company

    • Birthday

    • Type of address

    • Address 1

    • Address 2

    • City

    • State

    • Zip code

    • Comments

    • Campaign

    • Lead

    • Lead Source

    • Distribute Lead

    Action
    Write
    • Contact's LionDesk idRequired

    • HotnessRequired

    Action
    Write
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
liondesk-crm logo
liondesk-crm logo

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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