Once Slack is connected to Leadfeeder, you can send identified companies from Web Visitors to Slack in five ways:
Before you start
Connect Slack to Leadfeeder first. See Integrate Slack with Leadfeeder.
Send a single company to a public Slack channel
Open the company and click the three-dot menu.
Click Send to Slack and choose a channel.
The company appears in the channel you chose.
Send companies to a private Slack channel
To send companies to a private channel, add the Leadfeeder app to that channel in Slack.
In Slack, open the private channel's details.
Open the Integrations tab, click Add apps, search for Leadfeeder and click Add.
You can now send companies to that channel. Tip: create a custom feed with the same name as the private channel, and send companies from that feed to the channel.
If the channel doesn't show up in Leadfeeder, click Sync now in your Slack integration settings.
Get Slack alerts for new companies in your custom feeds
Open a custom feed and click Edit. If a company is open, close it first to see your custom feeds.
Open the Slack tab. Under Add new notification, choose a Channel and a Leadfeeder user. Public channels show by default. To add a private channel, follow the steps in the section above first.
Under Notification time, choose As soon as new data is available or Daily (9 AM). Daily means 9 AM in your account's time zone. Click Add notification, then Save feed.
The Leadfeeder user you select only matters for filters that depend on a user, such as My open deals. In most cases, select yourself.
By default, the daily alert lists all new companies in one message. To get one message per company, turn this on in the Configuration tab of your Slack integration settings. One message per company makes it easier to start a Slack thread about a single company.
See which companies you've sent to Slack
Click Create custom feed.
Choose Sent to Slack from the filters drop-down and click Add.
Name the feed and save it.
You'll find the new feed in the selected feed folder.
Get tagged in Slack when a company is assigned to you
When someone assigns you a company in Web Visitors, Leadfeeder tags you in the Slack alert, so you can follow up right away.
Click the Settings gear icon at the bottom left of the app, open the Account tab and go to Integrations > Overview > Slack.
Open the User Matching tab. For each Leadfeeder user, choose their Slack user from the drop-down.
Open the Configuration tab, check that a default channel is set, then select Send notifications to Slack when assigning leads and click Save.
To also get notified when someone assigns a company to themselves, select the second checkbox too.
Here's how the alert looks in Slack:
--
Questions, comments or feedback? Contact our support team via chat or email us at support@leadfeeder.com.