Send Slack messages when new notes are added to leads in AgentFire
Ensure efficient communication within your team with this workflow that connects AgentFire and Slack. When a new note is added to a lead in AgentFire, this automation sends a corresponding message in your chosen Slack channel. It’s a perfect way to keep everyone updated on lead progress, saving time and reducing the need for manual updates.
Ensure efficient communication within your team with this workflow that connects AgentFire and Slack. When a new note is added to a lead in AgentFire, this automation sends a corresponding message in your chosen Slack channel. It’s a perfect way to keep everyone updated on lead progress, saving time and reducing the need for manual updates.
- When this happens...Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
- Free forever for core features
- 14 day trial for premium features & apps
Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta