Send a Slack alert to sales for every new Poptin lead
Each time a Poptin popup or form captures a lead, FlowMattic posts the details to a Slack channel, so your sales team sees new leads without logging into Poptin.
Poptin
Slack2 steps Setup ~5 min Used on 1.1k sites Free to import
What this workflow does
Poptin popups and forms collect leads on your site, but the sales team rarely sits in the Poptin dashboard. If a lead only shows up in a weekly export, it is a week old before anyone calls. This workflow posts each one to Slack as it arrives.
The Poptin trigger, New Lead, fires when a new lead is captured through a Poptin conversion. FlowMattic then runs Send Channel Message in Slack, posting to your sales channel. Write the message and map in what the visitor entered, such as their name and email address, using the fields a test lead captures.
Every lead posts once. The workflow doesn't add the lead to a CRM or check whether the person is already a customer. It gives your team a heads-up in the channel.
Demo request popup on a SaaS site
A visitor asks for a demo through a Poptin popup. The post in #sales shows their details so a rep can reply the same day.
Exit-intent offers on an online store
Shoppers who leave their email for a discount appear in a Slack channel, where your team can see which offers bring in sign-ups.
Agency landing pages
An agency runs Poptin forms on client landing pages and posts each lead to a client-specific Slack channel for the account manager.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Poptin New LeadFires when a Poptin conversion captures a new lead. Whatever the visitor entered in the popup or form is passed on for the Slack message.
- Slack Send Channel Message
Posts the new lead to the Slack channel you set up for sales. Connect your Slack workspace, write the message and map in the lead's details.
What you need
- FlowMatticCore
- Poptin 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.
- Put the lead's email address and the popup's name in the Slack message, so reps know where the lead came from.
- Add a Google Sheets step after Slack to keep a list of every Poptin lead alongside the channel alerts.
- Add a Filter after the trigger if one channel should only get leads from a particular popup, using a field from a test lead.
Questions about this workflow
Does this add Poptin leads to my CRM?
No. It only posts to Slack. Add a CRM step after the Slack step if you want the lead stored as a contact too.
Which Slack channel gets the Poptin leads?
You choose it when you open the Slack step after importing the template. Pick a channel your sales team watches.
Will every Poptin popup on my site trigger it?
Each new lead captured through a Poptin conversion starts a run. Add a Filter if you only want some popups to post.
Are leads captured before import posted to Slack?
No. Only leads captured after you turn the workflow on reach the channel.
More Notifications & Alerts workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
30-day money-back guarantee Unlimited workflows and runs Self-hosted