If you're tired of missing out on hot leads because they get buried in your CRM—or worse, in someone's inbox—this guide is for you. I'll walk you through how to set up real-time Slack alerts using Trigify.io, so your team gets instant pings when a high-value lead shows up. If you're hoping for a magic bullet, this isn't it. But if you want a clear, no-nonsense setup that actually works, keep reading.
Why bother with Slack alerts for hot leads?
Let's be real: email notifications get ignored, and CRMs aren't exactly known for their urgency. If your sales or customer success team lives in Slack, piping hot leads directly into the channels they actually watch is a no-brainer. It means faster follow-up, fewer dropped balls, and less “who’s got this?” confusion.
But not all alert setups are created equal. Some tools are overkill, some break when you look at them funny, and some just spam you with noise. Trigify.io hits a pretty good balance between flexibility and not making you want to throw your laptop out the window.
What is Trigify.io?
Trigify.io is a workflow automation tool that lets you watch for events in your apps—like “new lead added” in your CRM—and then trigger actions elsewhere, like sending a Slack message. Think of it as a more focused, less bloated alternative to Zapier or Make.com. It’s not a magic wand, but it’s straightforward, and it doesn’t try to do everything for everyone.
Before you start: What you need
Don’t skip this. Setting things up is a lot less painful if you have these ready:
- A Trigify.io account (free tier is fine for testing)
- Access to your Slack workspace (and permission to add apps/integrations)
- Access to wherever your hot leads live (CRM, web form, spreadsheet, etc.)
- A sense of what counts as a “hot lead” for your team (don’t just firehose every new contact)
Pro tip: If you’re not sure what your “hot lead” criteria are, figure that out first. Otherwise you’ll just annoy people with spammy alerts.
Step 1: Identify your “hot lead” trigger
First, you need to decide what actually counts as a hot lead. This isn’t a Trigifyio thing—it’s a team thing.
Common examples: - Lead has a certain job title or company size - Lead came from a specific campaign or form - Lead has a high score in your CRM - Lead requested a demo or pricing
Don’t overthink it: Start with something simple. You can always tweak the filter later. If you try to get too fancy now, you’ll just stall out.
Step 2: Set up your Trigify.io account
Go to Trigify.io and sign up. The UI is pretty clean—no endless wizard screens or weird onboarding hoops.
- Log in and hit “Create New Trigger.”
- Pick your data source (the app where leads show up). Trigifyio supports a decent list: HubSpot, Google Sheets, Typeform, etc.
- Authenticate your account. This just means letting Trigifyio access whatever app you picked.
What to watch for:
Some CRMs have limited API access on their free plans, so if you’re getting weird errors, check your CRM’s permissions.
Step 3: Define your trigger conditions
This is where you tell Trigifyio what a “hot lead” looks like in your setup.
- If you’re using a CRM, filter by lead score, field value, or whatever makes sense.
- Using a spreadsheet? Filter on a column (e.g., “Status” or “Source”).
- For web forms, maybe it’s a checkbox (“I want to talk to sales”) or a specific answer.
Set it up: 1. In Trigifyio, after picking your data source, select the event (e.g., “New row added” or “New contact”). 2. Add filters to narrow it down. Don’t skip this, unless you love noise.
Example:
If you only want leads from companies with 100+ employees, set a filter like “Company Size > 100.”
Reality check:
Don’t go nuts with complex logic here. Start with one or two simple filters. You can always add more once you see how the alerts feel.
Step 4: Connect Slack to Trigifyio
Now for the fun part—actually sending alerts to Slack.
- In your Trigifyio workflow, pick “Slack” as the action.
- Authenticate your Slack account (you’ll get bounced to Slack to approve permissions).
- Choose the channel where you want alerts to go.
- Pro tip: Create a dedicated #hot-leads channel, or use a private group if you want to avoid public noise.
- Customize your Slack message. Pull in lead details using fields from your trigger (like name, company, email, etc.).
What works:
- Short, actionable messages (“🔥 New hot lead: Jane Doe from Acme Corp — wants a demo”)
- Include a link to the lead in your CRM if possible
What doesn’t:
- Dumping every field into Slack (no one reads it)
- Spamming everyone with non-hot leads
Step 5: Test your workflow
Before you ship this, test it. Trust me, it’s usually not right the first time.
- Trigger a test hot lead (create one in your CRM, submit a test form, etc.).
- Watch Slack. Did the alert show up? Does it have the info you need?
- Adjust your filters or message format as needed.
Pro tip:
Ask someone else on your team to review the alert. If they say “so what?” when it comes in, you probably need to make the message clearer or the criteria tighter.
Step 6: Activate and monitor
Once it looks right, turn the workflow on in Trigifyio.
- Monitor the first few alerts. Is it too chatty? Not chatty enough?
- Tweak the filters, message, or channel as needed. Don’t worry about getting it perfect on day one.
- Ask for feedback from the people actually using the alerts. If they’re muting the channel, you’re doing it wrong.
What to ignore (for now)
- Custom formatting: Don’t waste time making your Slack messages pretty until you know what info is useful.
- Multi-step branching: Unless you have a real use case, keep it simple. You can always add complexity later.
- Integrating with everything: Just get hot leads working first. Adding more triggers can wait.
Honest takes and troubleshooting
What works well:
- Trigifyio’s Slack integration is reliable and quick.
- Filtering is straightforward, so you don’t have to be an engineer.
What’s annoying:
- Some CRMs are stingy with API access, so expect occasional headaches if you’re on a free or super-cheap plan.
- If you’re not careful with filters, you’ll get spammed. Err on the side of being too strict at first.
Common gotchas: - Multiple people setting up overlapping workflows (coordinate with your team) - Forgetting to include key info in the Slack message (like a CRM link) - Rights issues in Slack (if you can’t post to a channel, talk to your Slack admin)
Wrapping up: Keep it simple and iterate
Don’t get stuck chasing edge cases or building the “perfect” workflow. Start with a basic hot lead alert, watch how your team uses it, and improve from there. Real-world adoption always beats elaborate setups that never get used.
You’ll get the most out of this if you keep things simple, pay attention to feedback, and aren’t afraid to tweak as you go. Good luck—and here’s to never missing another hot lead.