Automate Lead Notifications and Record Management with Slack and Airtable

Effortlessly manage your leads with this ready-to-use automation template! Whenever a new lead comes in, you'll get a neatly formatted Slack message and a corresponding record created in Airtable—no manual updates needed.

Trigger Event: New Lead Captured

This workflow begins automatically when a new lead is received from your connected source. You don’t have to check manually—stay updated in real time.

Actions

Format Date for Better Readability

The automation converts the date from the basic format (like 15/09/2024) to a friendly style (for example, September 15th, 2024). This helps everyone quickly understand when the lead was generated, without any confusion.

Send Slack Message

You’ll instantly receive a Slack message in your chosen channel. This message will share the lead’s name, email, and the formatted date, making sure your team never misses an opportunity. It’s automatic, accurate, and timely!

Create a New Record in Airtable

No need for manual data entry! Every new lead is simultaneously added as a fresh record in your Airtable database, keeping your records up-to-date and ready for follow-up at all times.

Benefits

• Instant notifications let your sales team react quickly to new leads
• No more manual data transfers—save time and reduce errors
• Better formatted information makes lead details clear and actionable
• Keep your Slack and Airtable workspaces always in sync

This automation template is perfect for sales professionals and teams looking to streamline their lead management and never miss a business opportunity!