Web leads to Slack, senior ones get a call task

Posts each new web lead from Salesforce in Slack, and creates a call task for leads with a senior job title.

RGRicky Grannis-Vu · 1 workflow · Updated Nov 13, 2026

UsesSalesforceSlack

Web leads to Slack, senior ones get a call task

SalesforceWhen a lead is created. Save it as lead.When a lead is created. Save it as lead.

If lead.LeadSource is WebIf lead.LeadSource is Web

Yes

Tell the sales channel about the leadSend message to channel. Save it as slack_post.New web lead: lead.Name, lead.Title at lead.Company (lead.Email)Slack

Is the job title senior?Match keywords in lead.Title and save it as senior_title.

If senior_title.is_match is yesIf senior_title.is_match is yes

Yes

Day to call the leadGet tomorrow's date and save it as tomorrow.

Call task for the senior leadCreate the task 'Call lead.Name'. Save it as call_task. Due date: tomorrow Who it's about: leadSenior new web lead: lead.TitleSalesforce

No steps