The Slack integration includes what seems to be everything except contact properties. We would like to be able to have a channel slack notification go out when there is a form submission that updates specific contact properties. The workaround now is to create a deal from the contact property update and then use that deal to trigger the slack message. Since not all form submissions require/need a deal created, this workaround makes our deal pipelines cluttered to simply get our channel notification set up. Not sure why it was decided to not include contact properties but it seems like a big miss with the usability of this integration.
Hi @ThundraTeam - I would expect something like this to be possible. For example, if you set up a workflow that enrolls contacts when they submit a particular form, the workflow can then trigger a Slack notification to the Slack channel of your choosing and include all of the relevant details related to the submission.
In order to tailor the Slack notification to your needs, I suggest leveraging the "Properties to include with message" option to select and include the same properties that are on your form. For example, if your form asks for a visitor's email address, name, and industry, add those properties to the Slack notification so you can see the property and property value in each form submission notification.
If you have additional questions about this, I recommend reaching out to our Support Team through the "Help" button in your portal
Hi @annayama If you send me a direct message with your hub ID I can take a look! The beta was paused for a few weeks, however, in the last couple of days we've caught up on granting access for all outstanding requests.
This feature (Slack Notifications for Contact Workflows) is currently in private beta! This feature will be available as part of a broader under-the-hood renovation: moving contact workflows to our new workflows system.
Fill out this form to request earliest available access for your account, which will happen when we begin public beta, over the course of the next few weeks: https://forms.gle/oUkexNjHvqoKV4Bt7
When access is given, your most recent contact workflows (those created after August 5th) will be moved to the new workflows system, which gives access to this feature and more. To move an older contact workflow to the new system, you can do so by cloning it: every newly created workflow in your account will then live in the new system.
Please note that once you are opted into the new system, you cannot be opted back out. Read about all of the changes the new workflows system will bring, here: A New Engine for your Workflows
Thanks to everyone for their comments and support of this idea! The team is now actively working on bringing the Send Slack Notification action to contact workflows. We'll update again, when there's more information to share.
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