Slack integration with LeadConnector
How to Create LeadConnector opportunities from new Slack messages
Stay on top of your sales opportunities with this efficient workflow between Slack and LeadConnector. When a new pushed message is detected in Slack, an opportunity in LeadConnector will be automatically added or updated. Keep your team informed and ensure no sales opportunity goes unnoticed, all while streamlining your sales process.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create LeadConnector opportunities from new Slack messages" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LeadConnector integrations
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LeadConnector actions
Nekton can use any feature that is available in LeadConnector API.
Using our advanced AI, you can easily create custom automations for LeadConnector.
Here are some typical actions you can do in your automated workflows.
Add/Update Opportunity
Adds or updates an existing opportunity.
Stop All Campaign's for Lead
Stops all campaign for a lead.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Add/Update Contact
Adds or updates an existing contact.
Add Lead to Campaign
Adds a lead to an existing campaign.
Add Task
Adds a task to the account.
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.