Never miss a website lead / Lesson 4 of 4
Alert your team in Slack
A message with the lead's details posts to your sales channel the moment the form is sent.
About 5 minutes
Step by step
Use Tally's own Slack connection
This part needs no Zapier: Tally connects to Slack directly, free on every plan. Open your published form and go to its Integrations tab.
Connect Slack
Click Connect, sign in to Slack, choose your workspace and click Allow.
Choose the channel
Pick a public channel such as #sales. For a private channel, add the "Tally Forms" app to it in Slack first, then click refresh in Tally.
Write the message
By default every answer is included. Type @ to insert specific fields, for example "New lead: @Name (@Email) wants @How can we help".
Save and test
Save, send a test submission and check the message arrives. If not, click the clock icon next to the connection to see the sync log.
Good to know
- If the channel is missing from the list, type /invite @Tally_Forms in that channel.
Checked against
Apps change their screens often. If a step no longer matches, the pages above have the company's latest wording.