So, you want to get fresh B2B leads from Drippi zapped straight into Slack. Maybe you’re tired of constantly checking another dashboard. Or you just want your sales team to actually see new leads before they go cold. If that’s you, you’re in the right place.
This is a step-by-step guide for anyone using Drippi and Slack who’s fed up with missing out on hot leads. I’ll walk you through what works, what’s not worth your time, and a few gotchas to avoid.
Why bother integrating Drippi and Slack?
Let’s be honest: CRMs and lead tools are only as good as what people actually see. If your leads just pile up in Drippi and nobody notices, it’s a waste. Sending those leads straight into Slack means:
- Your team actually sees them (in the app they already live in)
- You can jump on leads faster, before they cool off
- Everyone stays in the loop, no extra logins or tabs
It’s not magic, but it does work. And if you want to keep things simple, this is one of the best ways.
What you’ll need (and what you can skip)
Required: - A Drippi account with B2B lead tracking set up - Slack workspace where you want notifications - Admin access (or at least permissions to add apps/integrations in Slack)
Maybe helpful, but not required: - Zapier or Make (if you want fancier workflows) - A dedicated Slack channel for leads
Don’t bother with: - Overcomplicated automation tools unless you really need them - Custom code, unless you like a headache
Step 1: Decide where your leads should go in Slack
Don’t just dump leads into a random channel. Think about:
- Who needs these notifications? (Sales? Marketing? A specific AE?)
- How noisy do you want this channel to be?
- Should it be public (for transparency) or private (to avoid clutter)?
Pro tip:
Create a fresh channel, like #b2b-leads, so alerts don’t get lost in the noise.
Step 2: Find Drippi’s Slack integration (or workaround)
Drippi may or may not have a native Slack integration, depending on when you’re reading this. Here’s the real talk:
-
If Drippi has a built-in Slack integration:
Use it. It’s usually the easiest, least painful option. -
If not:
You’ll need to connect Drippi to Slack using a third-party tool like Zapier, Make, or even custom webhooks.
How to check:
- Log in to Drippi.
- Go to Settings or Integrations.
- Look for “Slack” in their integrations list.
If you see it, great. Jump to Step 3A. If not, go to Step 3B.
Step 3A: Set up the Drippi-Slack integration (the easy way)
If Drippi has a Slack integration, here’s how it usually works:
- Click “Connect to Slack” (or similar button).
- Authorize Drippi to access your Slack workspace.
- You might need to log in to Slack and pick the right workspace.
- Choose the channel for notifications.
- Set your notification preferences:
- All leads, only qualified leads, etc.
- Save and test.
Drippi should send a test notification right away. If it doesn’t show up, check:
- Did you pick the right channel?
- Did you authorize the correct Slack workspace?
- Are notifications enabled in Drippi’s settings?
What works:
Native integrations are usually reliable and quick. They might be a little limited on formatting, but they’re hard to mess up.
What doesn’t:
If you need super-custom messages or want to trigger other actions, you’ll hit some limits here.
Step 3B: Use Zapier (or Make) if there’s no native integration
No built-in Slack option? No problem—third-party automation tools fill the gap.
Here’s how to do it with Zapier:
1. Create a new Zap
- Go to Zapier, log in, and click “Create Zap.”
2. Set Drippi as the trigger app
- Search for Drippi in Zapier.
- If it’s not there, check if Drippi can send webhook notifications. If so, use “Webhooks by Zapier” as your trigger.
- Choose the trigger event (like “New Lead”).
3. Pick Slack as the action app
- Search for Slack, and choose “Send Channel Message” (or similar).
- Connect your Slack account and pick the right channel.
4. Customize your message
- Use fields from Drippi to show lead details: name, company, email, etc.
- Make it clear and actionable—nobody wants a wall of text.
5. Test and turn on your Zap
- Double-check that leads actually show up in Slack.
- Edit the message until it’s useful and not just noise.
What about Make, Pabbly, or others?
The process is basically the same:
Trigger on new Drippi lead → Action: Send message to Slack.
Pro tip:
If Drippi can send webhook notifications (check their docs), you can use that as a trigger in almost any automation tool. It’s not hard, but you may need to copy-paste a webhook URL.
Step 4: Test (don’t skip this step)
Sounds obvious, but lots of people set up an integration and then just hope it works.
- Add a test lead in Drippi.
- Make sure it appears in your chosen Slack channel.
- Check the formatting: Does it have the info you need? Is it easy to scan?
- Make sure only the right people get notified.
If anything’s off, tweak your settings or Zap/automation.
Step 5: Roll it out to your team
- Tell your team what to expect (and where to look).
- Explain what they’re supposed to do when a lead comes in. (Don’t assume people will just “figure it out.”)
- Adjust the notification volume if it gets too noisy—or if people are missing leads.
What works:
Short, clear messages with just the info people need. Nobody reads long Slack posts.
What doesn’t:
Letting the channel fill up with automated junk. People will mute it, and you’re back to square one.
Step 6: Maintenance and troubleshooting
Automations break, APIs change, and integrations occasionally flake out. Set a reminder to:
- Test the integration every month or so.
- Check if leads are actually getting followed up on (the real point).
- Update your automation if Drippi or Slack changes their features.
Common issues:
- No notifications? Check your app permissions or if Zapier/Make’s connection expired.
- Wrong info in messages? Double-check your Zap/automation mapping.
- Too many notifications? Add filters so only qualified leads trigger alerts.
Pro Tips & Honest Advice
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Don’t overthink it.
Start simple—just get the leads into Slack. You can always get fancy later. -
Watch out for notification overload.
If leads come in every few minutes, consider batching them or filtering for only high-value ones. -
Keep your team in the loop.
Show people how to interact with the notifications (claim leads, mark as contacted, etc.). -
If you hit a wall, ask Drippi support.
Sometimes features are half-hidden or recently added.
Keep it simple, then iterate
Getting Drippi leads into Slack isn’t rocket science, but it can save your team a ton of time (and lost deals). Start with the basics, don’t stress about fancy automations, and see what actually helps your team move faster. If it works well, you can always tweak and improve later.
Remember: The best system is the one your team actually uses.