If you use customer management in Slack, you can capture leads from your website and send them to an automatically-created channel in your workspace for your team to review, manage, and respond to.
Note: Customer lead management in Slack is rolling out gradually. We appreciate your patience as we make it available to all customers on the new version of the Business+ plan.
How it works
When you enable customer management in Slack, a specialized channel for leads will be automatically created in your workspace. This channel will be named #leads-[your workspace name] and will appear in the Salesforce section of your sidebar.
From your leads channel in Slack, you can design the form that will generate your leads, then embed that form on your website.
When someone fills out your form, a message will be sent to your leads channel lead will appear in your leads channel.
Note: Managing leads in Slack relies on the Salesforce Web-to-Lead feature. Learn more about generating leads in the Salesforce Help Center.
Set up leads management in Slack
Design and embed your leads form
From your desktop, open your leads channel from the Salesforce section of your sidebar.
Click the channel name in the conversation header.
Select the Integrations tab.
Below Get new leads from your website, click Create New Web Form.
Choose a title and fields for your form, then click Next.
If you’d like, choose which fields you’d like to be required and set a redirect URL, then click Next.
Follow the prompts to prevent spam submissions using ReCAPTCHA, or click Skip.
Review your form code. You can share, download, or copy the HTML code that makes up your form.
When you’re ready, work with your team to embed your form in your company's website using the form code provided.
Test your form
If you’d like, you can test your form to make sure it's working properly. Start by finding the following lines from your form's code, then follow the steps:
Remove the <!-- and --> from the beginning and end of each line to uncomment them.
Replace <<add emailId here>> with your email address.
Fill out a test submission of your form. You'll receive an email with debugging information for your form.
When your tests are complete, remove the above three lines from your form’s code.
View and manage leads in Slack
Once your form is set up, submissions will appear in your leads channel. Collaborate on leads with your team, contact a lead right from Slack, or log other events like calls or meetings.
From your desktop, open your leads channel.
Click on a lead to view it in your sidebar.
To contact a lead, click Quick Actions, then select Send Email.
Compose your message, then select Send Email.
To log another event, click Quick Actions, then select New Event. Choose an event type, enter event details, then click Save.
Tip:Slackbot can help you get up to speed by researching a lead. Click Quick Actions, then select Ask Slackbot about a lead to get started.
