Connecting Viewers to Slack

Get instant Slack notifications when new leads come in. Every time someone submits their information through your Viewers widget, you’ll get a message in your chosen Slack channel with their details - so you or your team can follow up fast.

This integration requires a PRO plan.


How It Works

When a lead is captured on your site, Viewers sends a message to your Slack channel with the lead’s information. You’ll see their name, email, company details (if enriched), and what they submitted - all without leaving Slack.

No more checking dashboards. Leads come to you.


What You’ll Need

  • A Slack workspace where you have permission to add apps
  • A channel where you want lead notifications sent

Creating a Slack Webhook URL

  1. Sign into your Slack account at https://slack.com/signin
  2. Go to https://api.slack.com/apps?new_app=1
  3. Click From scratch
  4. Enter App Name: Viewers.com
  5. Select the workspace where you want messages sent
  6. Click Create App
  7. Click Incoming Webhooks in the left sidebar
  8. Toggle it On
  9. At the bottom, click Add New Webhook to Workspace
  10. Choose a channel from the dropdown (e.g., #new-leads)
  11. Click Allow
  12. Copy the Webhook URL that appears

The webhook URL looks something like:

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Keep this URL private - anyone with it can post to your channel.


Setting Up the Integration

  1. Log in to your Viewers dashboard
  2. Go to Automations
  3. Find Slack and click to configure
  4. Paste your Slack Webhook URL
  5. Configure your options (see below)
  6. Save your settings

Configuration Options

Override the Default Channel

By default, messages go to the channel you selected when creating the webhook. If you want to send to a different channel, you can override it here.

Leave this blank to use your webhook’s default channel.


Contact Types to Sync

Choose which modules should send notifications to Slack. You might want all lead types, or only specific ones.

Available modules:

For example, if you only want to be notified about chat messages and contact form submissions, select just those modules.


Sync Type

Control which leads get sent to Slack:

All Valid Emails Sends all contacts with verified email addresses. Use this if you want to see every lead that comes in.

Enriched Leads Only Only sends contacts that have company/contact enrichment data (company name, phone, website, etc.). This filters out personal email addresses and leads without business information.

Use enriched-only if you’re focused on B2B leads and don’t want notifications for personal Gmail/Yahoo signups.


What the Slack Message Looks Like

When a lead comes in, you’ll get a message with:

  • Lead name and email
  • Which module captured them (chat, feedback, etc.)
  • Their message or response (if applicable)
  • Company name, phone, and website (if enriched)
  • Page URL where they converted
  • Device and browser info

Everything you need to follow up, right in the notification.


Best Practices

Create a dedicated channel Use something like #viewers-leads or #new-leads instead of cluttering a general channel. This keeps lead notifications organized and easy to find.

Use “Enriched Leads Only” for B2B If personal email signups aren’t valuable to you, filter them out. Your team will only get pinged for leads with real company data.

Set up channel notifications Configure your Slack channel to notify you on new messages if you want real-time alerts. Or mute it if you prefer to check periodically.

Pair with other automations Slack notifications are great for awareness, but pair them with CRM or email automations for actual follow-up. Use Slack to know a lead came in; use HubSpot or Zapier to actually work it.


Troubleshooting

Messages not appearing in Slack?

  • Double-check your webhook URL is correct and complete
  • Make sure the integration is saved and enabled in Viewers
  • Verify the channel still exists and the webhook app is installed
  • Check that the lead type you’re testing is selected in “Contact Types to Sync”

Getting too many notifications?

  • Switch to “Enriched Leads Only” to filter out personal email signups
  • Uncheck modules you don’t need (like Newsletter or Share)
  • Mute the channel and check it on a schedule instead of real-time

Webhook stopped working?

  • Slack webhooks can break if someone removes the app from your workspace
  • Go back to your Slack app settings and verify the webhook is still active
  • If needed, create a new webhook and update the URL in Viewers

Frequently Asked Questions

Can I send to multiple Slack channels? Not directly. Each Viewers Slack automation sends to one channel. If you need multiple channels, you could set up Slack workflows to forward messages, or use Zapier for more complex routing.

Can I customize the message format? Not currently. Viewers sends a formatted message with all available lead data. If you need custom formatting, consider using the Webhook API and building your own Slack integration.

Will I get notified for duplicate leads? No. Viewers deduplicates leads, so you won’t get repeat notifications for the same email address.

Is there a delay? No. Slack notifications fire immediately when a lead is captured (assuming you’re using “All Valid Emails” sync type). If using “Enriched Leads Only,” there may be a brief delay while enrichment completes.

Can I @mention someone in the notification? Not automatically. But you can set up Slack channel settings to notify specific people when new messages arrive, or use Slack workflows for @mentions.


Need Help?

If you have questions about connecting Viewers to Slack, contact us.