How to get Metriflow alerts in Slack

Get new lead alerts, such as leads not answered in time, stuck leads or MQLs left waiting, plus the weekly summary, straight into a Slack channel. Setup takes about two minutes and needs no Slack app approval: you paste a channel webhook link.

What you get

• One message per daily run listing the new alerts, each linking to the lead in Metriflow.
• The weekly summary posted to the channel, if you choose it.

Before you start

• A Growth or Business plan (Slack alerts are included in them).
• Permission to add an app or a webhook to the Slack channel.

Step by step

1. 1Choose a channel

   In Slack, pick or create the channel for alerts, for example #sales-alerts.

2. 2Create an Incoming Webhook

   In Slack, open Apps, search for 'Incoming WebHooks' and click Add to Slack (or Configuration → Add to Slack).

   Choose the channel and click Add Incoming WebHooks integration. (Alternatively: create a Slack app at api.slack.com/apps, turn on Incoming Webhooks and add one for the channel.)

3. 3Copy the Webhook URL

   Copy the Webhook URL. It starts with https://hooks.slack.com/services/…

   Treat it like a password: anyone with it can post to the channel.

4. 4Paste it in Metriflow

   Go to Company Settings → Integrations → Slack, paste the URL and click Save.

   Choose what to post: new lead alerts and/or the weekly summary.

   

5. 5Send a test message

   Click Send a test message and check the channel.

   Use the switch on the card to turn Slack on or off at any time.

What Metriflow reads

• Alert messages include the alert text, which names the lead, and a link to it in Metriflow.
• The weekly summary contains totals only.

Questions

Privacy and security

The webhook URL is stored encrypted. Anyone in the channel can see the alert texts, so choose a channel for the people who handle these leads. Privacy Policy

Related guides