We love Slack, so we built an integration for clients and ourselves. With well structured Segments or Lead Scoring, the results are awesome.
This guide we cover:
✅ Sending new leads to Slack with Automation
✅ Keeping individual team members updated on their leads behavior
✅ Sending high intent visits to Slack
✅ Spotting new opportunities
✅ Notifications on old or lost deals
If you haven't already, it's a good idea to set up Lead Scoring and Management to get the most from Snitcher and Slack. You can also use more traditional Segments if you haven't shifted over to scoring leads.
Either way, you will need to know how to use Automations to get started.
Segments that work best with Slack
1️⃣ Segment of new ideal leads + high intent + relevant Slack channel
2️⃣ Ideal leads + medium or low intent + Slack channel
3️⃣ Individual reps leads + individual Slack channel
4️⃣ Lost or old deal Segment + team or individual Slack channel
5️⃣ Non target company and high intent actions lead Segment + team Slack channel
Sending new leads to Slack manually
It's possible to send individual leads to Slack manually, using the send to Slack button on the lead profile.
Sending new leads to Slack with Automations
Let's kick things off with ideal new leads.
💡 as with the rest of this guide it's best to have Lead Scoring set up so you only send good fit leads to Slack and not every company.
Step 1: Create the relevant Slack channel e.g. "To Qualify" or ''New ICP Leads".
Step 2: Configure the automation to send new leads entering the relevant Segment to the Slack channel you just created.
It's also worth also creating a ''high intent ideal lead'' Segment in Snitcher to be used with a high priority slack channel. We do this for or most ideal leads that take super high intent actions on the website.
💡 Along with sending leads through to Slack, our sales team has also created a process to mark each new high priority lead as ✅ or ❌ to confirm it's been checked and qualified.
Sending new visits to Slack
For leads you already know about that are currently being worked, an opportunity or lost. You will want to send a visit notification through to Slack.
These notifications can be sent to an individual contributors personal channel so they can stay informed on high intent actions from their own leads or they can of course be bucketed at a team level.
Step 1: create the Slack channel you would like to use.
Step 2: set up the automation to send new visits through.
And there you have it, high intent notifications on your leads.
💡 If you don't have a native integration between your CRM and Snitcher, we recommending using the Lists feature to import and track companies such as lost deals or active opportunities.
We won't bore you by repeating the above steps for every different combination of leads and visits you would like to send through to Slack.
Our team has a channel for each lead group (stage or segment) in Snitcher and their own personal channels for the information they feel is important.
We've also created stages for old or lost deals in Snitcher and use these with team wide channels in Slack.
As always, feel free to drop us a message if you'd like to talk ideas, need some help or would just like to say hello. Team Snitcher signing off 👋