Which apps do I need to run "Web leads to Slack, senior ones get a call task"?

It uses Salesforce and Slack. Connect each one once from your workspace and it is ready to run.

Can I change "Web leads to Slack, senior ones get a call task"?

Yes. Copy it to your workspace and it is yours: open any workflow in the editor and change a step, schedule or condition, or add steps of your own.

Web leads to Slack, senior ones get a call task

Posts each new web lead from Salesforce in Slack, and creates a call task for leads with a senior job title.

RGRicky Grannis-Vu · 1 workflow · Updated Nov 13, 2026

UsesSalesforceSlack

Web leads to Slack, senior ones get a call task

Every new web lead is posted in Slack with their name, title, company and email, so the team sees them straight away.

When the job title looks senior (VP, Director, Head of, Chief, a C-level title, Founder or Owner), the workflow also creates a high-priority call task in Salesforce about that lead, due tomorrow. Leads that came from anywhere other than the web are ignored.

SalesforceWhen a lead is created. Save it as lead.When a lead is created. Save it as lead.

If lead.LeadSource is WebIf lead.LeadSource is Web

Yes

Tell the sales channel about the leadSend message to channel. Save it as slack_post.New web lead: lead.Name, lead.Title at lead.Company (lead.Email)Slack

Is the job title senior?Match keywords in lead.Title and save it as senior_title.

If senior_title.is_match is yesIf senior_title.is_match is yes

Yes

Day to call the leadGet tomorrow's date and save it as tomorrow.

Call task for the senior leadCreate the task 'Call lead.Name'. Save it as call_task. Due date: tomorrow Who it's about: leadSenior new web lead: lead.TitleSalesforce

No steps