This automation scenario allows you to connect Leadfeeder and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Leadfeeder and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in Leadfeeder
Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Post to a Slack channel when Leadfeeder tracks a client visit on your website.
Part I
First, we need to connect Leadfeeder and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Leadfeeder to Zapier.
Give Zapier access to your Leadfeeder account, using Leadfeeder credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Leadfeeder
Choose the following trigger: Recurring Lead (Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Leadfeeder and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Post to a Slack channel when Leadfeeder tracks a client visit on your website!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Find a lead in Leadfeeder by its name or website URL.
Triggers when a new lead is tracked for the first time (leads are tracked hourly).
Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.
List custom feeds for the account.
Just for the successful auth.
List user accounts.
Leadfeeder helps companies to understand who is visiting their website, how they found it & more.
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.