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.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1SalesforceNew lead triggerStarts the workflow for each new lead in Salesforce.
If
lead.LeadSourceis “Web”- 2SlackSend messageTells the sales channel about the lead.
If
senior_title.is_match- 3SalesforceCreate taskCreates a high-priority call task for a lead with a senior title.
- 3
- 2
How it works
What happens on each run, in plain English.
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.
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