How to set up Mobly Slack Notifications

Keep your team up to date with Slack Notifications to specific channels that you choose.

Going directly from the 2 CRMs requires your admin's help - Zapier you can usually do it on your own.

Which one of these platforms which you like to use?

• Salesforce
• Hubspot
• Zapier

Salesforce:

Need your admin to help out here!

1. Setup > Flows > New Flow
2. Click Record Triggered Flow
3. Object: Lead
4. Configure Trigger: A record is created or updated
5. All Conditions are Met
6. Field: *Your Mobly Event Name* field = is changed
7. Action > Send Slack Message

Hubspot

Need your admin to help out here!

1. Automations > Workflows > Create Workflow > Contact Based
2. Set up Triggers > "When filter criteria is met"
3. Contact Properties > *The field that is updated with Mobly event names* > Known
4. Click "OR" criteria > Object (Contact) is created
5. Click the + sign after Trigger
6. Click "Branch"
7. Go to "From Mobly" if "Mobly List Name is Known"
8. Click + sign after "From Mobly"
9. Select "Send Slack Notification" Action

Zapier:

1. Create Zap

   Trigger:

   1. Setup - App: Salesforce
   2. Setup - Event: Updated Field on Record
   3. Configure - Object: Lead

   4. Configure - Field: *Whatever field you have mapped to Mobly Event name*

      Action:

   5. Setup - App: Slack
   6. Setup - Action Event: Send Channel Message
   7. Configure - Channel: *Whatever channel you want to send notifications to*
   8. Configure - Message Text: Use the fields in your Salesforce record to send specific fields
   9. Configure: Name the bot and add a icon