Slack form integration
Post every new lead in Slack, message the rep who gets it, and book a meeting for any lead right from Slack with /book.
StarterOn Starter and up. Free plan, no card needed.
What you can do with Slack
Tags show the plan a workflow starts on.
New lead alerts
StarterA team channel gets each fill as it comes in.
A message to the rep
StarterThe rep who gets the lead hears about it in Slack right away.
Mark contacted
StarterReps tap Mark contacted right in the message.
/book from Slack
StarterType /book and an email to get a single-use booking link for that lead.
A Slack step in workflows
StarterPost to Slack from any workflow, like when a meeting is booked.
Speed-to-lead nudges
ProA rep who hasn't reached a routed lead yet gets a reminder.
Connect Slack in a few minutes
- 01
Add to Slack
Go to Settings, then Integrations, and click Add to Slack.
- 02
Pick what posts
Turn on alerts for a form, or add a Slack step to a workflow.
- 03
Work from Slack
Reps get their leads in Slack and book with /book.
Forms to start with
Each one is a real form you can fill in now, ready to send to Slack.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Questions
Something else? hello@tryclaritia.com
Which plan has the Slack integration?
Starter and up, from $15/seat/month. Speed-to-lead nudges for routed leads are on Pro.
How do I connect Slack?
One click: Add to Slack in Settings, then Integrations. No webhook addresses to paste.
How does /book work?
Type /book and the lead's email. Only you see the answer: a single-use booking link with the lead's owner, or with you when the lead has none.
Who gets the direct message?
The rep Routing picks for the lead, found in Slack by their email.