Slack Whatsapp Automation
Automatically greet every new ActiveCampaign lead on WhatsApp and notify your sales team in Slack so they can respond faster and close more deals.
Why This Workflow Matters
This workflow makes sure every new lead feels welcomed right away and never gets missed by your team. As soon as someone becomes a lead in ActiveCampaign, they receive a friendly WhatsApp message, and your sales team is alerted in Slack.
You save time by removing manual follow-ups, stay organized with automatic tagging, and give leads a quick, personal experience. Faster responses often lead to better conversations, stronger trust, and more closed sales.
How The Automation Works
- The automation starts when a new ActiveCampaign (AC) lead is created . No one on your team has to do anything manually.
- In ActiveCampaign, the lead is automatically tagged . This helps you keep track of who has entered this WhatsApp + Slack flow.
- ActiveCampaign sends a webhook that connects to D7 WhatsApp API and your Slack notification setup.
- Using D7 WhatsApp API, the lead instantly receives this message on WhatsApp:
“Hi {{name}}, thanks for reaching out! Our team will contact you soon.”
5. At the same time (or right after), your sales team is notified in Slack so they know a new lead is waiting for a response.
6. With this setup, you can easily track and improve your lead response time, making sure your team responds quickly and consistently to every new lead.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | New AC lead is created | Every new contact is captured instantly without manual entry. |
| 2 | ActiveCampaign automatically adds a tag to the new lead | Tags help you organize and identify leads who entered this WhatsApp + Slack workflow. |
| 3 | ActiveCampaign fires a webhook | The webhook connects AC with D7 WhatsApp API and Slack, triggering the next actions. |
| 4 | D7 WhatsApp API sends: “Hi {{name}}, thanks for reaching out! Our team will contact you soon.” | The lead gets an immediate, friendly welcome, boosting trust and engagement. |
| 5 | The lead now knows your team will contact them soon | This sets clear expectations and keeps the lead warm while your team prepares to respond. |
| 6 | A notification is sent to your sales team in Slack | Your sales team is alerted in real time so no new lead is overlooked. |
| 7 | Sales team follows up with the lead quickly | Faster replies increase the chance of meaningful conversations and conversions. |
| 8 | You monitor lead response time as a key KPI | Tracking this KPI helps you improve speed and quality of your sales follow-up process. |
Whatsapp Message Variations
Original:
Hi {{name}}, thanks for reaching out! Our team will contact you soon.
Template-friendly variations:
- Hi {{name}}, thank you for getting in touch. We’ve received your details and our team will contact you shortly.
- Hello {{name}}, thanks for your interest. Our team is reviewing your request and will reach out to you soon.
- Hi {{name}}, we appreciate your message. A member of our team will contact you as soon as possible.
Who This Workflow is For
This workflow is ideal for:
- Sales-driven businesses that need to follow up quickly with inbound leads (B2B services, SaaS, agencies).
- Local service providers like real estate agents, consultants, clinics, salons, and repair services that receive web or form inquiries.
- Education and training providers handling course inquiries, demo requests, or counseling leads.
- E-commerce and D2C brands collecting leads for high-ticket products, custom quotes, or product consultations.
- Any team using Slack for internal communication and ActiveCampaign for lead management, who want a fast, reliable way to greet leads on WhatsApp and alert sales instantly.
Integrate Now
Activate this Slack – Sales Alert + Lead WhatsApp Welcome workflow today