Slack and Monday: New Lead Notification Template
When a new lead lands in your Monday CRM from a web form, this Spojit template instantly posts a formatted alert to your sales channel in Slack so a rep can claim it.
What It Builds
A Webhook trigger receives the new lead payload from your web form. A Monday Connector node creates the lead item on your CRM board, then a Slack Connector node in Direct mode posts a clean, formatted message to your sales channel with the lead name, company, and source so a rep can pick it up. The CRM and the team channel stay in sync on every submission.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that triggers on a webhook when a web form submits a new lead, creates a lead item on my Monday CRM board with the name, email, company, and source, then posts a formatted alert to the #new-leads Slack channel showing the lead name, company, source, and a link to the Monday item so a rep can claim it.Connectors Used
- Webhook trigger - receives the new lead payload from your web form.
- Monday - creates the lead item on your CRM board.
- Slack - posts the formatted alert to your sales channel.
Customize It
Change #new-leads to your own channel, swap the Monday board, or adjust which fields appear in the alert (add phone, budget, or a region tag). You can also reword the Slack message format in the prompt without rebuilding anything.
Tips
- Give your Slack connection access to the target channel before the first run, or the post will fail.
- Keep the Slack node in Direct mode here: it posts one exact message with no AI cost.
- Secure the webhook with an HMAC secret so only your form can start a run.