Salespanel + Slack

Send direct messages in Slack when new leads are identified in Salespanel

Boost your team's efficiency with this seamless interaction between Salespanel and Slack. When Salespanel spots a potential lead, a 'Lead Identified' update is circulated via Slack's 'Send Direct Message' feature. This ensures your staff is immediately aware of new business opportunities, fostering enhanced communication and productivity in your sales processes.

When this happens...
Lead Identified
Triggers when a lead is identified.
TriggerInstant
automatically do this!
Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

What does this mean?

- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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Lead Score Updated
Triggers when lead score of a lead is updated.
Trigger
Instant
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- Visitor IdentifierRequired
- CategoryRequired
- LabelRequired
- Activity Identifier
- Metadata
- Create a New Lead Automatically
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Reaction
- Channel
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, the new text for the message, and a boolean to indicate if you want to edit a bot message.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

Lead Identified
Triggers when a lead is identified.
Trigger
Instant
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Export Visitor
Triggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.
Trigger
Instant
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Visiting Company Identified
Triggers when a new opportunity is identified.
Trigger
Instant
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- Visitor IdentifierRequired
- Visitor AttributesRequired
- Create a New Lead Automatically
Action
Write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Salespanel

Salespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

Similar apps

Related Zap Templates

Send Slack channel messages when companies qualify for a segment in Salespanel

Salespanel + Slack

Send direct messages in Slack when new leads are identified in Salespanel

Visiting Company Qualified for a Segment

Lead Qualified for a Segment

Lead Score Updated

Log Custom Activity

Activity Identifier

Metadata

Create a New Lead Automatically

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

Send Direct Message

Send Multi Message

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

Send Private Channel Message

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

File

Thread

Send Channel Message?

Update Profile

First Name

Last Name

Title

Email

User

API Request (Beta)

Raw Request User Info

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Retrieve Thread Messages

Create Private Channel

Edit Message

Find Message

Sort By

Sort Direction

Find User by ID

Return Raw Results?

Find User by Username

Return Raw Results?

Lead Identified

Export Visitor

Visiting Company Identified

Set Visitor Attributes

Create a New Lead Automatically

New Channel

New Team Custom Emoji

Include Alias