Send a Slack alert to the sales team when a new FlexiFunnels purchase is made
Each new purchase in FlexiFunnels posts a message to your sales team’s Slack channel, with the buyer and order details you choose to include.
FlexiFunnels
Slack2 steps Setup ~5 min Used on 888 sites Free to import
What this workflow does
Sales teams want to know when a funnel converts, especially when someone needs to follow up with the buyer. Checking the FlexiFunnels dashboard for new orders is easy to put off. This workflow puts each purchase in front of the team in Slack.
The FlexiFunnels trigger fires on a new purchase. The purchase data, such as the buyer and the product, is passed to Slack, where Send Channel Message posts to the channel you choose. You write the alert and drop in the purchase fields you want the team to see.
Every purchase sends its own message, so a sales channel gets a running record of orders. Keep the alert short and include the details someone needs to act on it, such as the buyer's email. Task History records each run along with the data FlexiFunnels sent.
High-ticket offers that need a call
Buyers of a coaching package get a personal call. The Slack alert gives the sales rep the buyer's name and email straight away.
Launch day order feed
During a launch, a dedicated Slack channel shows each FlexiFunnels purchase as it happens, so the team can watch the offer perform.
Upsell follow-up
When a buyer purchases the entry product, the alert reminds your team to reach out with the next offer.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
FlexiFunnels New PurchaseFires when a new purchase is made in FlexiFunnels. The purchase details are passed on for use in the Slack message.
- Slack Send Channel Message
Posts a message to the Slack channel you pick, such as your sales channel. Write the alert text and map purchase details like the buyer and product into it.
What you need
- FlowMatticCore
- FlexiFunnels AccountAccount
- Slack AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Add a Filter after the trigger so only purchases of a certain product reach Slack, if your team only follows up on some offers.
- Mention a Slack user group in the message text if a specific group of reps should get notified.
- Make a test purchase after import so FlowMattic captures the FlexiFunnels fields, then map them into the message.
Questions about this workflow
Does every FlexiFunnels purchase send a Slack message?
Yes, as imported. Each purchase runs the workflow once. Add a Filter if you want alerts only for certain products or amounts.
Can I send the alert to a private Slack channel?
Pick the channel in the Slack step. For a private channel, the Slack app you connect generally needs to be a member of it, so test with one purchase first.
Does the workflow change anything in FlexiFunnels?
No. It only reads the purchase and posts to Slack. Your funnel, products and orders are left as they are.
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