When a message containing specified text is sent in Slack, create a lead in Hunter and send a notification via Gmail
When a message containing specified text is sent in Slack, create a lead in Hunter and send a notification via Gmail
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Hunter.io &
Gmail &
Slack
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■Overview
Even when you discover promising lead information in Slack conversations, manually adding it to your CRM or lists can be time-consuming and delay follow-up. This workflow uses specific Slack messages as a trigger to automatically register lead information in Hunter and notify relevant team members via Gmail. It helps prevent missed lead opportunities, accelerate your initial sales response with Hunter, and improve daily operational efficiency.
■Who This Template Is For
- Sales and marketing professionals who manually register leads in Hunter based on information shared in Slack
- Those who want to build a lead management process with Hunter and make their sales activities more efficient
- Team leaders who want to automate the entire process—from lead capture to sharing information with the person in charge—and prevent omissions
■Benefits of This Template
- Registration in Hunter and Gmail notifications are completed automatically based on specific Slack messages, reducing the time previously spent on manual work.
- Prevent human errors such as data entry mistakes from manual transcription and missed important lead information, enabling reliable lead management.
■Flowbot Steps
- Select Slack as the trigger and set the action to “When a message containing the specified text is posted to a channel.”
- Next, select a Slack action under Operations to retrieve information from the post that triggered the workflow.
- Then, set the AI feature action “Extract data from text” under Operations to extract lead information from the message body.
- Next, set Hunter’s “Create Lead” action under Operations to register the extracted information as a new lead.
- Finally, set Gmail’s “Send an email” action under Operations to notify the person in charge that a lead has been created.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the Slack trigger settings, you can customize the target channel and the keywords included in messages that should trigger the workflow.
- For AI-powered text extraction, you can use the message content retrieved from Slack in the previous step as a variable and freely specify the fields to extract.
- When creating a lead in Hunter, you can enter fixed values or use information retrieved in previous steps as variables to populate any fields you choose.
- For Gmail notifications, you can customize the recipients, subject, and message body. You can also include information retrieved in previous steps as variables in the message body.
■Notes
- Connect Slack, Hunter, and Gmail with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
About the Apps
Hunter.io
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Hunter.io
Gmail
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Slack
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About the apps you use
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Slack
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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