Register new interactions for leads in SweepBright and send direct messages in Slack
Stay updated on SweepBright leads and communicate seamlessly with your team with this workflow. When an interaction is registered for a lead in SweepBright, this automation directly sends a message in Slack, ensuring that your team instantly knows about all essential interactions. Enhance your sales process and boost your team's efficiency by keeping everyone in the loop instantly.
Stay updated on SweepBright leads and communicate seamlessly with your team with this workflow. When an interaction is registered for a lead in SweepBright, this automation directly sends a message in Slack, ensuring that your team instantly knows about all essential interactions. Enhance your sales process and boost your team's efficiency by keeping everyone in the loop instantly.
- When this happens...Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
- automatically do this!Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItInteraction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItFeedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItNew Visit Scheduled
Triggers when a new visit has been scheduled.
Try It