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Notify Step
Send a Slack or Microsoft Teams notification to your team.
The Notify step sends an internal notification to a Slack channel or Microsoft Teams channel. Use it to alert your sales team when a lead takes a specific action, for example when an assigned lead schedules a meeting, a high-value lead completes a form, or a lead replies to a workflow email.
The Notify step configuration panel with Slack channel and message.
Configuration
Platform
Choose Slack or Microsoft Teams. Your account must have the corresponding integration enabled under Settings > Integrations.
Channel
Select the channel or team to post the notification to. The available channels are loaded from your connected workspace.
Message
Write the notification message. Supports variables: use the Insert menu (⚡) to insert lead data.
Use the Preview button to see how the message renders with sample data.
Global notification settings
The Notify step is best for targeted, conditional alerts: notifications that should only fire when leads match specific workflow criteria. For account-wide alerts that fire every time a lead event occurs (such as deanonymization, enrichment, or emails sent), use the global Notifications settings instead.
