Want to know right away when a hot lead checks out your site? If you’re using Leadinfo to identify visitors, you can get those lead alerts piped straight into Slack. No more emailing reports to yourself or missing out on timely follow-ups. This guide will walk you through the whole setup, including what works, what’s a pain, and what you can skip.
This is for you if you run sales, marketing, or just care about catching leads before they go cold — and you want less noise, not more.
Why bother connecting Leadinfo to Slack?
Here’s the honest answer: If you’re already drowning in notifications, pumping more into Slack might sound like a nightmare. But if you actually take action on website leads — calling, emailing, or qualifying — instant Slack alerts can be a game changer.
Pros: - See new leads the moment they hit your site (not hours later). - Share leads with your team without hunting through emails. - Customize what counts as a “lead” — cut out the junk.
Cons: - Too many alerts = channel blindness. Be picky. - Some setup required. Not a one-click magic button. - Leadinfo’s Slack integration does the basics — don’t expect Salesforce-level automation.
If you want to try it, let’s get you set up.
Step 1: Make sure you have what you need
Before you start, double-check:
- You have admin access to Leadinfo and Slack.
- You’ve got a paid Leadinfo plan (the Slack integration isn’t usually on the free tier).
- You know which Slack channel should get the notifications — or you’re ready to make a new one just for leads.
Pro tip: Create a dedicated #lead-notifications channel. That way, you won’t annoy everyone in #general.
Step 2: Decide what counts as a “lead”
If you just blast every single visitor into Slack, you’ll quickly start tuning out the noise. Save yourself the headache.
- In Leadinfo, set up filters or segments for your ideal leads. Example: Only companies from certain industries, or visitors who view your pricing page.
- Test your filters. Look at recent leads — are these the ones you care about?
- Keep it simple at first. You can always tighten up later.
Step 3: Connect Leadinfo to Slack
Here’s the nitty-gritty. Leadinfo offers a built-in Slack integration, so you don’t need to mess with Zapier or other third-party tools (unless you want serious customization).
- Log into Leadinfo. Go to your dashboard.
- Head to Integrations. Usually found in the sidebar under Settings or Integrations.
- Find Slack. Click “Connect” or “Add Integration.”
- Authorize Slack. You’ll be prompted to log in and allow Leadinfo to post messages.
- Pick the correct Slack workspace.
- Grant permission to post in the channel you want.
- Choose your channel. Select the channel where new lead notifications should appear.
If you get stuck, look for an “OAuth” error — it usually means you don’t have permission to add apps to that Slack workspace. Ask your Slack admin.
Step 4: Set your notification rules
You don’t want every website visitor popping up in Slack. Leadinfo lets you set up rules:
- Which segment or filter triggers a notification? (e.g., “All companies from the UK,” or “Visited Contact page.”)
- What info gets sent? Company name, location, pages viewed, etc.
- How often? Instantly, or as a daily digest. (Go with instant for true lead alerts.)
Configure these in Leadinfo’s Slack integration settings. Test with a dummy lead if you can.
Step 5: Test and tweak
Don’t skip this. Send a test notification to Slack:
- Does it show up in the right channel?
- Do the details make sense?
- Is it readable on desktop and mobile?
If you see weird formatting or missing info, check Leadinfo’s integration settings. Sometimes fields need mapping or permissions fixed.
Common issues: - Wrong Slack channel? Go back and re-authorize. - No notifications? Make sure your Leadinfo filter is actually matching live visitors. - Spammy or irrelevant leads? Tighten your filters.
Step 6: Roll it out to your team
Once alerts look good:
- Let your team know what to expect. Maybe pin a message explaining what the notifications mean and what to do.
- Agree on a process: Who follows up? How should people respond in Slack? (Don’t let leads fall into a black hole.)
- Revisit notification settings after a week. Are you drowning in noise? Not seeing enough? Adjust as needed.
What if you want more control? (Or, when to use Zapier)
Leadinfo’s built-in Slack integration is straightforward, but a bit limited. If you want to:
- Post leads to different channels based on criteria
- Format the message your way
- Combine Leadinfo with other tools (like your CRM)
…you’ll need Zapier or Make (formerly Integromat). It’s more fiddly and costs extra, but you get granular control.
How it works: - Set up a Zap: Leadinfo webhook → Filter/format → Slack channel(s). - You can parse data, add buttons, or even trigger follow-up actions.
Just don’t overcomplicate unless you really need it. Most people are fine with Leadinfo’s out-of-the-box Slack integration.
What to ignore (for now)
- Don’t turn on every possible notification. Start with your best leads.
- Don’t obsess over perfect formatting. The goal is action, not pretty messages.
- Don’t try to replace your CRM with Slack. Use it for alerts, not record-keeping.
Staying sane: Tips for avoiding alert fatigue
- Mute the channel for non-lead folks. Not everyone needs to see every ping.
- Archive old notifications. Clean up the channel every month.
- Review your filters quarterly. Your idea of a “quality lead” will change — update accordingly.
Wrapping up
Getting Leadinfo and Slack talking isn’t rocket science, but it does take a little setup and some common sense. Start with simple filters, pipe leads into a dedicated channel, and see how your team responds. Iterate from there.
Less noise, faster follow-ups, and no more “who saw that lead?” emails — that’s the real value. Don’t overthink it. Set it up, see what works, and tweak as you go.