Add a Post to chat action to an automation and NerdyTags posts a message to your Slack channel whenever a new lead comes in. Your team sees each new subscriber or form submission right where they're already talking, with a link to open your leads in NerdyTags.

You'll set this up in NerdyTags Business under Automations. You'll also need a Slack workspace where you can add apps. If your workspace limits who can install apps, an admin may need to approve it.

Slack is added as an action, not an integration, so it doesn't count toward the 5 integrations each automation can have. To learn about the other actions, like notifying members or tagging the lead, see Automation actions: notify, email, tag and post to chat.

Step 1: Add a Post to chat action

  1. In the sidebar, go to Automations, then create a new automation or open an existing one.

  2. In the list of actions, click Post to Slack, Teams or Discord.

  3. A Post to chat action is added. Choose Slack.

The action buttons sit below any actions you've already added, just above Send to apps:

The action buttons on an automation: Notify members, Send an email, Tag the lead and Post to Slack, Teams or Discord, with Connect an integration and Add a webhook below

Choose Slack at the top of the action:

The Post to chat action with Slack selected, next to Microsoft Teams and Discord

Once you choose Slack, the action shows three short steps for getting a webhook URL, a How to get a Slack webhook URL link, and a Slack webhook URL field.

Keep this tab open while you create the webhook in Slack.

Step 2: Create a webhook in Slack

A webhook gives NerdyTags a way to post to one channel in your workspace. In Slack, webhooks belong to an app, so you'll create a small app first.

  1. Go to api.slack.com/apps and click Create an App.

  2. In the dialog, choose Blank app.

  3. Enter NerdyTags as the app name so your team knows where the posts come from, pick your workspace, and click Create.

Here's the dialog where you choose Blank app:

Slack's Create new app dialog, with Blank app under Or start your own way

And where you name the app and pick your workspace:

Slack's dialog with the App name set to NerdyTags and the Workspace list open

Next, add the webhook:

  1. In the app's settings, open Incoming Webhooks and switch it On.

  2. Scroll down and click Add New Webhook.

  3. Slack asks you to allow the "NerdyTags" app to access Slack. Under Channel for webhook, choose the channel you want leads posted to, then click Allow.

  4. The webhook now appears in the list. Click Copy to copy its URL.

Here's Incoming Webhooks switched on:

Slack's Incoming Webhooks page for the NerdyTags app, with Activate Incoming Webhooks switched On

The permission screen, with a channel chosen:

The Allow the NerdyTags app to access Slack screen, with new-channel chosen under Channel for webhook and the Allow button

And the new webhook in the list (we've hidden the URL here):

The Webhook URLs list with one webhook for #new-channel, the URL hidden, and the Add New Webhook button below

The URL starts with https://hooks.slack.com/services/.... Anyone with this URL can post to the channel, so only share it with people you trust.

After you click Allow, Slack posts a short note in the channel: "Your name added an integration to this channel: NerdyTags."

Can't create the app or add it to your workspace? You may need permission to install apps. If your workspace limits apps, ask an admin to approve it.

Step 3: Paste the URL and save

  1. Back in NerdyTags, paste the URL into the Slack webhook URL field.

  2. Choose whether to keep Include form answers on. It's on by default, so posts include every answer from your form. Turn it off to post only the name, email and the Open leads link, keeping other answers out of the channel.

  3. Click Save changes on the automation.

The Slack webhook URL field with the webhook URL filled in and hidden

Send a test post

At the bottom of the automation, Run test shows what would happen for a sample lead. Pick a trigger and a profile, then click Run test.

Emails and apps aren't sent in a test, but the Slack action posts a sample message to your channel, so it's an easy way to check the webhook works. The sample uses example details, like the email [email protected] and the name Jane Doe. Test runs don't appear in Recent runs.

A NerdyTags test post in Slack titled New email subscriber, with an Email and Name, the profile and Sheets test automation, and an Open leads button

What the posts look like

Each post comes from the NerdyTags app and has:

  • A title, which depends on the trigger.

  • The lead's details, like their Email and Name.

  • The profile and automation: the name of the profile the lead came from, then the automation's name (like Sheets test).

  • An Open leads button that opens your organization's Leads page in NerdyTags Business.

For a new subscriber, the title is New email subscriber, followed by their Email and Name.

Form submissions use the same layout, with the form's name in the title, like New "Contact Me" submission. When Include form answers is on, the post also lists the person's answers.

When posts are sent

NerdyTags posts to Slack every time the automation runs on its trigger. Depending on how the automation is set up, that's each new subscriber, each form submission, or both.

Stop posting to Slack

You can stop the posts in either app:

  • In NerdyTags: open the automation, click the trash icon on the Post to chat action, then click Save changes.

  • In Slack: go to api.slack.com/apps, open the NerdyTags app and go to Incoming Webhooks. Click the trash icon next to the webhook, or delete the app altogether. NerdyTags can't post to the channel after that, so remember to remove the action from the automation too, or paste in a new webhook URL.

Messages already posted stay in the channel.