> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/notifications/mobly-slack-notifications.md).

# How to set up Mobly Slack Notifications

Get slack notifications every time a lead is scanned with Mobly.

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](https://help.getmobly.com/help-center/notifications/help.getmobly.com/en/articles/10228022-how-to-set-up-mobly-slack-notifications#h_ba839593d6)
* [HubSpot](https://help.getmobly.com/help-center/notifications/help.getmobly.com/en/articles/10228022-how-to-set-up-mobly-slack-notifications#h_6aa43f3a3b)
* [Zapier](https://help.getmobly.com/help-center/notifications/help.getmobly.com/en/articles/10228022-how-to-set-up-mobly-slack-notifications#h_df13d18db1)

## 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


---

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