Send a Slack alert to the sales team when a Funnelforms form is submitted
Each time someone completes a Funnelforms form, FlowMattic posts the lead’s answers to your sales team’s Slack channel, so reps see who came in and what they picked without checking another dashboard.
Funnelforms
Slack2 steps Setup ~5 min Used on 1.3k sites Free to import
What this workflow does
A funnel form is often the first sign that someone wants to buy. If the answers wait in Funnelforms until someone checks, the lead sits there. Posting each submission to the channel your sales team watches puts the lead in front of them while they are already at work in Slack.
Each run begins when Funnelforms captures a completed form. FlowMattic passes the answers to Slack, where Send Channel Message posts in the channel you pick. You build the message from the fields that matter to sales, such as the lead's name, phone, email and the options chosen in the funnel.
Each submission produces one post, with nothing filtering them first, so tests and incomplete-looking leads appear too. A Filter on a funnel answer can keep the channel to serious enquiries. Every alert sent is logged in Task History.
Call-back requests for a solar installer
A Funnelforms funnel asks about roof type and monthly bill. Each completed funnel posts to #sales with the answers, so a rep can call with the details in hand.
Agency project enquiries
A web agency's funnel asks for budget and timeline. The Slack post shows both, so the team can decide who takes the enquiry.
Splitting leads by region
Duplicate the workflow and add a Filter on the region answer to each copy, so each regional sales channel gets only its own leads.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Funnelforms New Form SubmissionRuns when Funnelforms captures data from a completed form. Go through your funnel once after import so FlowMattic records every answer you may want in the Slack message.
- Slack Send Channel Message
Posts the lead's details in the Slack channel you set. Connect your workspace, select the sales channel and write the message with Funnelforms answers such as name, phone and chosen options.
What you need
- FlowMatticCore
- Funnelforms 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 that continues only when a budget or service answer matches the leads your sales team handles.
- For a private sales channel, use Slack's Send Private Channel Message action instead of Send Channel Message.
- Put the phone number and email near the top of the message, so a rep can contact the lead straight from the Slack notification.
Questions about this workflow
Does every Funnelforms submission post to Slack?
Yes, as imported. There is no Filter, so each submission sends a message, including your own tests.
Can I send the alert to one sales rep instead of a channel?
Yes. Swap the Slack step for Send Direct Message and pick the rep, or keep the channel post and mention them in the text.
Which Funnelforms answers can appear in the Slack alert?
Any answer Funnelforms sends with the submission. Complete a test run of your funnel to see the captured fields, then add the ones sales needs.
Can I post the same lead to Slack and save it in a spreadsheet?
Yes. Add a Google Sheets Add New Row step after the Slack step and map the same Funnelforms answers to its columns.
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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.
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