Are you tired of missing out on important leads even though you've put in the effort to generate them? Don't worry, Folio has got you covered! With its direct integration with Slack, you can be notified instantly when a "known" lead views a demo. This means that you don't have to constantly check for updates or wait for an email to come through. You can be alerted right away and take action immediately.
Connecting your Slack workspace to your Folio account
It's important to note that if a lead cannot be identified, a Slack notification will not be sent. To ensure that you are capturing and identifying leads effectively, check out our article on Lead Tracking. There are several ways in which you can do this, and it's essential to have a clear understanding of the process.
To integrate Slack with Folio, simply follow these steps:
1. Click on Setting in the left-hand menu.
2. Click on the Integration tab.
3. Add Slack integration by clicking on the Connect button.
4. Choose the channel you want to receive notifications in.
Once a lead goes through one of the demos, you will receive a notification on your configured Slack channel. This is a great way to stay on top of your leads and ensure that you are not missing out on any opportunities. Check out the sample message below to see what it looks like:
[Lead Name] just viewed a demo!
Stay ahead of your competition by taking advantage of Folio's integration with Slack. It's a simple and effective way to manage and track your leads seamlessly.
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