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Slack is a great way to coordinate your team and work. It can also be a great place to get information about your business in realtime—if you set up the right automations.
Granted, Slack can be a bit distracting at times, but it’s hard to imagine a better place for realtime conversation. And you can make it even better, pulling in the information your business needs at precisely the time you need it.
Here are a few Zaps—what we call our automated workflows—you can set up, right now, to make Slack a more productive place.
Find out when a new lead comes in
Does your business run on leads? Then you know how essential it is to respond quickly. Slack is an app you probably keep open all the time, so it’s a great place to send alerts about new leads. Here are a few templates for doing just that, notifying you and your team when would-be customers fill out a contact form on Facebook and other sites.
Set these up and your team will see the leads as they come in, without having to manually check yet another app. They can discuss who will respond right in Slack, meaning there’s no ambiguity when it comes to client communication.
The same goes for getting notified whenever new leads and opportunities are added to your customer relationship manager (CRM). By setting up Slack alerts to tell you and your team when your CRM is seeing new activity, you can stay in the loop and act on leads while they’re still warm—and even stay up to date in terms of how deals are progressing.
Note that you can also do this with Google Sheets, seeing a notification every time a new row is added. This is a great way to track leads and a lot more.
Related: Your Slack automations will look a lot nicer if you learn how to format Slack messages in Zapier
See incoming emails and coordinate as a team
Slack users don’t need email for internal coordination, but the outside world still uses it to contact your team. Sharing an inbox can be confusing, however—who is supposed to respond to which emails? Slack is a great place to decide. Here are a couple automations that can notify your team when a new email comes in.
Set these up and you can discuss who should respond to emails, meaning your customers will never get multiple responses—or be left in the dark—again.
Ever waiting on email attachments and other important documents to be signed by someone outside of your organization? Notify your team in a public Slack channel. Or, if it’s sensitive in nature, set up a Zap that sends the alert as a direct message. That way, you won’t have to worry about sending out messages to other team members involved. It happens automatically.
Streamline your internal communication
Need to log your messages somewhere more permanent than Slack itself? Slack’s free version only lets you browse the 10,000 most recent messages, but there’s a workaround.
You can create your own log of all messages in Google Sheets. Just set up this simple automation and every message will be saved, giving you a personal archive. This is also handy if you need to gather data quickly from a specific Slack channel or want to create a log of messages in Google Sheets that’s easily shareable.
You might want to keep your whole team up-to-date when it comes to what’s going on in Slack—especially in announcement channels about company news, HR updates, and more. To avoid your team missing out on important news, you can set up this simple automation:
Send saved items to your to-do list and vice-versa
People ask you to do stuff on Slack. Then you forget about it. You can save messages that include a request, but there’s a better way to turn your saved messages into to-do tasks. You can send Slack messages you save over to your to-do list app. Here are a few Zaps for that:
These are just a few examples. You might also want to flip that workflow on its head and get notified when a new task or project has been added to your project management app. Perhaps you want to know when you’re needed on a project or celebrate when your team completes their tasks. Here are a few Zaps for those scenarios:
You could create a similar workflow using any of the thousands of apps supported by Zapier, including a bunch of task management apps.
Monitor your social media accounts
Social media is… a lot. But your team needs to stay on top of it. You can get notifications in Slack for every major social media site, meaning your team won’t have to keep all of those apps open to see what’s going on. Here are a bunch of Zaps for that.
Obviously, only some social networks are going to matter to your team, and you should only set up the Zaps that are useful for you. The kinds of sites that journalists need to track are different than what real estate agents will need. But the ideas remain the same: seeing relevant social content in realtime, without having to keep yet another tab open.
Connect your calendar
Your Slack status lets co-workers know whether they can expect to reach you—if you remember to change it. If you never do, don’t worry: We’ve got a few Zaps for the job.
If using your status is too subtle, don’t worry: you can also send a message to your team when an event starts. This is also a great way to make sure your entire team knows when a meeting is about to begin.
Here are more ways to automatically update your Slack status using Zaps.
Take the admin out of accounting
While paying vendors and invoicing clients aren’t the most exciting of tasks, there is a way to lessen the stress involved and stay on top of all your transactions. (This involves taking a more granular control over your business’s finances.)
By using these Zaps, you’ll be able to see new accounting activity, get team notifications for individual transactions, receive scheduled summaries, and set up vendor cards directly in Slack, where you and your team work the most.
Get a daily weather forecast
Weather isn’t the most exciting thing on the web, but it’s always useful. Here’s a quick way to get a weather update on Slack, every day.
Push data to and from Slack with webhooks
Are none of the above automations quite right for you and the apps you use? Then you might want to try using webhooks. When you want to send information to Slack from a tool you use that doesn’t integrate with Zapier, you can use webhooks to push that data. That means you can still get notified in Slack for things happening in your favorite apps.
Here are just a few ideas to get you started:
These examples just scratch the surface of what you can do with Slack and Zapier. Zapier supports thousands of apps, meaning you can build almost any automation you can imagine. Start building your Zap now and see what you can come up with.
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This article was originally published in March 2020 and was updated in February 2022 by Elena Alston.
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