Public API
Alert your team the moment a lead books
Who this is for: You want fast human follow-up when a hot lead comes in, without watching the dashboard.
Outcome: A worker watches the pipeline for booked/won leads and posts a rich alert to your team chat.
1. Poll booked/won leads
List CRM leads filtered to the booked and won stages, on a short interval. Keep a set of alerted lead IDs so each fires once.
2. Fetch context for the alert
Pull the lead's captured contact fields and last activity so the message is actionable (who, what they wanted, when).
3. Post to your team channel
Format a message with the contact, the requested outcome, and a link, and POST it to your Slack/Teams incoming webhook.
4. Log that you alerted
Optionally write a note back onto the lead so the pipeline shows the team was notified.
Tips
- Debounce: a lead can move stages more than once — alert on the first transition into booked/won only.
Need the exact request and response shapes? Open the API reference →