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There are four things you can do with your Slack integration.

  • Send single leads to a public or private Slack channels

  • Get notified about your custom feeds' leads in Slack. This can be either one message per time or all leads split to separate messages.  

  • Filter leads by the criteria "Send to Slack manually"

  • Get tagged in Slack when a lead is assigned to you in Leadfeeder

1. Send single leads to a public Slack channel

When you spot an interesting lead and want to send it over to Slack, click the Send to Slack button.

The lead will be visible on the selected channel.

 NOTE: Read this article in order to send leads to a private Slack channel.

2. Get notified in Slack on new lead in your custom feeds

To configure your custom feeds' notifications be delivered to Slack, click on Edit on one of the feeds. 

NOTE: You can enter the view with custom feeds by closing the lead you have currently open.

Enter the tab for Slack notifications, choose which channel you want to get the notifications to, and click Add. By default you'll see public channels, but also a private channel can be added by following the steps of this article.

NOTE: The Leadfeeder user selection is only concerned if you use filters such as My open deals, which require user-specific criteria. In most cases just selecting yourself as a user is fine.

When setting up the Slack notifications, you can choose the new leads to be sent to your Slack either when new data is available or daily at 9 AM your account time. This is how the notification looks like (please note that it is not customizable):

If you want to split the daily compilation to separate messages instead of having a chunk of leads in one message, enable in your Slack settings (check the screenshot below). This is helpful when you want to start a discussion thread for a single lead in Slack.

3. Filter the leads that are sent to Slack manually

If you want to check which leads have been sent to Slack manually (see part 1 in this article), click on Create new feed.

Choose the Sent to Slack from the filters drop-down and click on Add. Finally, name the feed properly and save it.  

The newly created feed will be accessible from the feed selector:

4. Get tagged in Slack when a lead is assigned to you in Leadfeeder

This helps you to keep on track in real-time when leads are assigned to different team members. Check more details on this article.


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