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

• 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