Set Up Slack Notifications with Zapier

Set Up Slack Notifications with Zapier

Get an instant Slack message in your team channel every time someone is captured on your site — so your whole team can see new leads in real time.

What You'll Need

• A free Zapier account
• A Slack workspace where you have permission to add apps
• Your webhook URL from Settings → Integrations

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Step 1 — Create a New Zap

1. Log in to Zapier and click Create Zap
2. For the Trigger, search for Webhooks by Zapier and select it (docs)
3. Choose Catch Hook as the trigger event
4. Zapier will give you a unique webhook URL — copy it

Step 2 — Connect Your Webhook

1. In your dashboard, go to Settings → Integrations
2. Paste the webhook URL into the Zapier Webhook URL field
3. Click Save Webhook
4. Click Send Test to send a sample payload to Zapier
5. Back in Zapier, click Test trigger — you should see the test data come through

Step 3 — Add the Slack Action

1. Click + to add an Action step
2. Search for Slack and select it (Slack integration page)
3. Choose Send Channel Message as the action event
4. Connect your Slack workspace when prompted — sign in and authorize Zapier

Step 4 — Pick Your Channel

1. In the Channel dropdown, select the channel where you want lead notifications (e.g. #leads, #sales, #new-business)
2. If you don't have a dedicated channel yet, create one in Slack first, then refresh the dropdown in Zapier

Step 5 — Build Your Message

Use the dropdown to insert webhook fields into the Message Text field. Here are the available fields:

Webhook Field	Description
lead__name	The lead's full name
lead__email	The lead's email address
lead__phone	Phone number (if provided)
lead__message	Any message they included
site__name	The name of your site
site__url	Direct link to the proposal
selected_plans	Which plans/tiers they selected

Suggested Message Template

🔔 *New Lead from {{site__name}}*

*Name:* {{lead__name}}
*Email:* {{lead__email}}
*Phone:* {{lead__phone}}
*Message:* {{lead__message}}

*Selected Plans:* {{selected_plans}}

<{{site__url}}|View on site>

Tip: Slack supports its own markdown formatting — use *bold*, _italic_, and <url|link text> for links.

Step 6 — Test and Publish

1. Click Test action — you should see a test message appear in your Slack channel
2. Verify the formatting looks good
3. Click Publish to turn on the Zap

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Bonus Tips

Notify the Team with @channel

In the message template, add <!channel> to ping everyone in the channel:

<!channel> 🔔 New lead from {{site__name}}!

Note: Use <!here> instead if you only want to notify people who are currently online.

Use Thread Replies for Details

You can add a second Slack action in the same Zap to reply in a thread with additional details like the selected plans breakdown.

Filter by Proposal

Add a Zapier Filter step between the trigger and the Slack action to only send notifications for specific proposals — useful if you have different channels for different products.

Combine with Email

You can add multiple actions in one Zap. Send a Slack message AND an email notification at the same time for maximum coverage.

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Related: Zapier Integration Guide · Email Notifications with Zapier