Automate Instant Slack Alerts & Trello Lead Logging in Google Sheets

Automatically send Slack messages and log lead info into Google Sheets to streamline lead response and tracking.

Apps used

Created by Yamini Chandel

Installed by 1 users

When
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Trello
Instant Trigger
Do
Workflow step icon
Send Direct Message
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Add Multiple Rows

Automate Instant Slack Alerts & Trello Lead Logging in Google Sheets

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Instructions

Automate Instant Slack Alerts & Trello Lead Logging in Google Sheets

Boost your productivity and never miss a lead update again with this ready-to-use automation! This template instantly sends you a Slack message whenever a new Trello lead is generated, and at the same time, adds the lead details to a Google Sheet for easy tracking and management.

Trigger Event: New Lead Entry Detected

This workflow starts automatically whenever a new lead is created in Trello (or another task management tool). As soon as the lead details arrive, the workflow kicks in without you having to do anything manually.

Actions

1. Send Direct Slack Message

The automation sends an instant direct message to your selected Slack user. This message includes important details about the new lead (like the lead's name), so you can take action right away, even while on the go.

2. Log Lead Info in Google Sheets

At the same time, the workflow adds all relevant lead information—such as the lead's name and description—to a dedicated row in your Google Sheet. This helps you track, organize, and review all your incoming leads at a glance, with timestamps included for easy follow-up.

Benefits of This Automation

  • Ensures you never miss a new lead alert
  • Minimizes manual copy-paste errors
  • Keeps your team instantly informed and ready to respond
  • Updates your lead database automatically for easy reporting

Streamline your sales pipeline today with this simple, effective automation!