Slack alert for new leads

Never miss a new lead again. The moment someone submits one of your Ooperon forms, this workflow saves them as a contact in your CRM and posts an alert into the Slack channel of your choice, so the whole team sees fresh leads in real time.

How it works

1. Form submitted — fires when your chosen form receives a submission.
2. Create contact — saves the submitter to your CRM (name, email, phone).
3. Slack: Send message — posts the lead's details into your channel.

Setup after installing

• Pick which form should trigger the workflow.
• Connect your Slack workspace and choose the channel.
• Adjust the message text — use the data picker to insert the lead's name, email and answers.