Love working out of Slack? Now you and your team can stay on top of new Hatchbuck leads with Zapier.
Get a Slack notification when a webhook automation is triggered in Hatchbuck, alerting you when it's time to follow-up with important leads. The webhook automation can be triggered where ever you normally add automations (campaigns, form submissions, through tag rules, etc).
(For a step by step guide on setting up and using webhooks in automations, check this out)
Following up with a New Lead:
- Use this zap and webhook to alert the whole team when a new lead comes in and they need to follow up
- When to use: as an automation from an Online Form submission
Reaching out to a Hot Prospect:
- Use this zap and webhook when a contact has been engaging with your team and email communication and is ready to take the next step
- When you use: As an automation in a Tag Rule or from a Demo request form