How to send lead alerts to Slack
Watch the one-minute walkthrough, then follow the same steps below. Once connected, every lead that matches an alert posts to the Slack channel you choose, as soon as it is verified when the alert is set to Instant.
About 1 minute, start to finish. Prefer to read? The same steps are written out below.
Quick Answer
To send FirstLeads alerts to Slack, open Settings, then Integrations, and click Connect next to Slack. Pick your workspace and the channel that should receive alerts, click Allow, then in Slack open that channel and type /invite @First-Leads to add the bot. Back in FirstLeads, open Alerts, click Edit on the alert, toggle Slack on, pick the channel, choose Instant, Daily or Weekly, and click Save Changes. With Instant selected, every matching lead posts there as soon as it is verified.
Send alerts to Slack in 8 steps
- 1
Open Settings, then Integrations
In the left menu of your FirstLeads dashboard, click Settings, then Integrations.
- 2
Connect Slack
Scroll down to Available and click Connect next to Slack.
- 3
Choose your workspace and channel
Choose your Slack workspace, select the channel that should receive alerts (for example #fire-leads), then click Allow.
- 4
Invite the First-Leads bot to the channel
In Slack, open the channel you just selected and type /invite @First-Leads. This adds the bot to the channel and finalizes the sync. Skip it and alerts will not post.
- 5
Open Alerts
Back in FirstLeads, click Alerts in the left menu.
- 6
Edit the alert
Click Edit on the alert you want delivered to Slack.
- 7
Toggle Slack on and pick the channel
Toggle Slack on and pick your channel from the dropdown.
- 8
Choose how often, then save
Choose Instant, Daily or Weekly, then click Save Changes. With Instant selected, every lead that matches the alert posts to the channel as soon as it is verified.
The step most people miss. Slack only lets the First-Leads bot post in channels it has been invited to. If the connection shows as active but nothing arrives, open the channel in Slack and type /invite @First-Leads.
Keep going
Frequently Asked Questions
Ready to put leads in Slack?
Connect Slack from Settings, invite the bot, and point an alert at your channel. It takes about a minute.