Using Encharge to trigger Slack notifications for new B2B lead activities

If new B2B leads hit your site and your sales team finds out a week later, you’re leaving money on the table. Sales wants to know the moment something interesting happens—like a sign-up, demo request, or someone poking around your pricing page. This guide is for folks who want to connect the dots between Encharge (a marketing automation tool) and Slack, so your team gets the right pings when leads are hot, not cold. No fluff, just a practical walkthrough.

Why Use Encharge and Slack Together?

Encharge is built to automate what happens after someone fills out a form, clicks a link in your email, or does anything you care about on your site. Slack is where your team actually hangs out. When you connect the two, you can:

Jump on hot leads faster (before they cool off)
Cut through email noise—real-time Slack pings stand out
Route notifications to the right people or channels automatically

It’s not perfect—there’s some setup, and if you overdo notifications, you’ll just train everyone to ignore them. But when you keep it focused, it works.

What You’ll Need

Let’s keep it real. Here’s what you actually need before you start:

Encharge account (paid, not the free trial)
Slack workspace with admin rights (so you can add integrations)
Clear idea of what counts as a “lead activity” for your team (form fill, demo request, etc.)
About 30-60 minutes

If you’re missing any of these, bookmark this and come back when you’ve got them.

Step 1: Map Out Your Lead Activities

Before you touch any software, decide which lead actions actually matter. Don’t just send every new contact to Slack—you’ll annoy your team into ignoring real leads.

Some common B2B lead activities: - Demo request submitted - Contact form filled - User signs up with business email - Visits pricing or “Contact Us” page multiple times

Pro tip: Start simple. Pick one action that signals a strong buying intent. You can always add more later.

Step 2: Set Up Your Slack Channel

Pick (or create) a Slack channel just for these notifications.

Use a private channel if lead details are sensitive.
Name it something obvious, like #new-leads or #lead-alerts.
Invite only the folks who actually need to know.

This keeps your general channels from turning into a dumpster fire of notifications.

Step 3: Connect Slack to Encharge

Encharge offers a built-in Slack integration. Here’s how to hook it up:

In Encharge, go to Integrations.
You’ll find this in the sidebar. Look for Slack and click “Connect.”
Authorize Encharge in Slack.
You’ll get bounced to Slack’s site. Log in and pick your workspace.
Grant permission for Encharge to post messages. If you aren’t a Slack admin, this is where you’ll need help.
Pick the right Slack channel.
Choose the channel you set up earlier. You can change this later, but it’s easier to get it right from the start.

Note: If your company is strict about security, you may need IT to approve the integration. If you hit a wall here, don’t bang your head—just ask for help.

Step 4: Build Your Encharge Flow

This is where you tell Encharge: “When X happens, send a message to Slack.”

Go to Flows in Encharge.
Click “Create New Flow.”
Add a Trigger.
Pick something like “Form Submitted,” “Tag Added,” or whatever matches your lead activity.
Configure the trigger to match the specific form or tag you care about.
Add a Slack Action.
Drag in the Slack action block (“Send Slack Message”).
Connect it to your trigger.
Customize the message.
Use merge fields to include useful info, e.g.:

:tada: New Demo Request! Name: {{user.fullName}} Company: {{user.company}} Email: {{user.email}} Source: {{user.source}}
Don’t dump the whole lead record—share just what sales or support needs.
Test it.
Run a test submission (or add a test tag) to make sure the notification shows up in Slack as expected.

What works:
- Concise messages with just the right amount of info. - Including a link back to the lead in your CRM or Encharge, if possible.

What doesn’t:
- Spamming the channel with every tiny event. - Using generic messages (“New lead!” with no context—nobody cares).

Step 5: Add Filters and Conditions (Optional, But Recommended)

If you want to avoid noise, use filters:

Only notify on leads from business domains (not Gmail, Yahoo, etc.)
Filter by company size or lead score
Only alert for certain territories or industries

How to set it up: - In your Encharge flow, add a Condition step before the Slack action. - Define your logic (e.g., “If email does not contain gmail.com” or “If lead score > 70”).

Don’t overcomplicate it at first. Just set one simple filter that matters to your team.

Step 6: Roll It Out and Get Feedback

Let the notifications run for a few days. Then check in with the folks getting them:

Are the alerts useful, or annoying?
Is anything missing (phone number, company name, etc.)?
Do some leads slip through the cracks?

Tweak your flow based on real feedback. If you set it and forget it, the system will get ignored. Pay attention to what your sales or support team actually wants.

Common Pitfalls (and How To Avoid Them)

Over-notifying: If every event triggers a ping, people will mute or ignore the channel. Keep it focused.
Missing context: If your message just says “New lead,” nobody will follow up. Include the info people need to act.
No ownership: If it’s unclear who’s supposed to follow up, leads get dropped. Assign responsibility or tag people automatically.
Security slip-ups: Don’t post sensitive personal data in public channels. Stick to what’s needed.

Pro Tips

Use Slack mentions smartly. Tag a role (@sales-team) instead of individuals, so nobody gets spammed at odd hours.
Batch notifications. If you get lots of leads, group them (e.g., send a summary every hour) instead of one-by-one.
Turn off the integration if it’s not working. Don’t force it—if people hate it, adjust or shut it down.

Wrapping Up

Connecting Encharge and Slack isn’t rocket science, but it’s easy to overdo it. Start with one meaningful lead activity. Make your message clear, concise, and actionable. Get feedback. Iterate. If it ever feels like more hassle than help, don’t be afraid to cut back or try something else. Simple beats fancy every time.