noCRM
Slack

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How to: Notify your team on Slack when a lead is created

Announce your new noCRM.io leads in the Slack channel of your choice. Automate the task and keep your team informed of all the new deals coming their way to manage.


All you need to set it up are Slack, noCRM.io, and Zapier accounts.


If you don’t have an account with noCRM.io, click here to start a FREE trial.
If you don't have an account with Slack, click here to start a FREE account.
If you don't have an account with Zapier, click here to sign up for a FREE trial.


Get Started

  • Set up your TRIGGER
  • Set up your ACTION
  • Connect your TRIGGER App Account and Set Up the Trigger

    Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:

    1. Choose the Trigger App: noCRM.io
    2. Choose the Trigger: New Lead
    3. Connect Zapier to your noCRM.io account if you haven’t already by

  • Entering your slug/account name (https://ACCOUNT.nocrm.io)
  • Entering your API Key (Go to your nocrm.io account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)

  • 4. Test the step by creating a new lead in your noCRM.io account and you’re done setting up your trigger!


    Connect your ACTION App Account and Set Up the Action

    1. Choose an Action App: Slack
    2. Choose an Action: Send Channel Message
    3. Connect Zapier to your Slack account
    4. Edit Template to set up your message

    5. Test the step and the Action set up is finished!


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