How to Send New Lead Notifications with Pipedream

Pipedream Dashboard > New Workflow

Create New Workflow

Go to pipedream.com and click 'New Workflow' in the top right. You'll see the workflow builder with an empty canvas. This is where you'll add your Salesforce trigger and Slack action steps.

1. 1Click 'New Workflow' button
2. 2Name your workflow 'Salesforce Lead to Slack Notifications'
3. 3Click 'Create Workflow'

Workflow > Add a trigger > Salesforce

Add Salesforce Trigger

Click 'Add a trigger' and search for Salesforce. Select the 'New Record (Instant)' trigger which uses webhooks for real-time notifications. This trigger fires immediately when a new lead is created in your Salesforce org.

1. 1Click 'Add a trigger'
2. 2Search and select 'Salesforce'
3. 3Choose 'New Record (Instant)' trigger
4. 4Click 'Continue'

Salesforce Trigger > Connect New Account

Connect Salesforce Account

Click 'Connect New Account' to authenticate with Salesforce. You'll be redirected to Salesforce login where you'll need to grant Pipedream access to your org. Make sure you're logging in as a user with API access and permission to view leads.

1. 1Click 'Connect New Account'
2. 2Log into your Salesforce org
3. 3Click 'Allow' to grant Pipedream permissions
4. 4Return to Pipedream workflow

Salesforce Trigger > Configuration

Configure Lead Object

Set the 'Object Type' to 'Lead' since you want to trigger on new leads specifically. Leave 'Created or Updated' set to 'Created' so it only fires for brand new leads, not updates to existing ones.

1. 1Set 'Object Type' to 'Lead'
2. 2Set 'Created or Updated' to 'Created'
3. 3Click 'Save and Continue'

Salesforce Trigger > Test

Test Salesforce Trigger

Create a test lead in Salesforce to verify the webhook works. Go to your Salesforce org, create a new lead with fake data, then return to Pipedream. The trigger should capture the new lead data within 30 seconds.

1. 1Go to Salesforce and create a test lead
2. 2Return to Pipedream workflow
3. 3Click 'Test' on the trigger step
4. 4Wait for the test data to appear

Workflow > Add Step > Slack

Add Slack Action Step

Click the + button below your Salesforce trigger to add a new step. Search for Slack and select 'Send Message to Channel' action. This will post formatted lead notifications to your chosen Slack channel.

1. 1Click the + button to add a step
2. 2Search and select 'Slack'
3. 3Choose 'Send Message to Channel'
4. 4Click 'Continue'

Slack Step > Connect New Account

Connect Slack Workspace

Click 'Connect New Account' to authenticate with your Slack workspace. You'll be redirected to Slack to authorize Pipedream. The Pipedream app needs permission to post messages to channels in your workspace.

1. 1Click 'Connect New Account'
2. 2Select your Slack workspace
3. 3Click 'Allow' to grant permissions
4. 4Return to Pipedream

Slack Step > Configuration

Configure Slack Message

Set the channel to '#sales-leads' or your preferred channel name. In the message field, create a formatted notification using the Salesforce lead data. Reference fields from the trigger step using the data picker on the right side.

1. 1Set 'Channel' to '#sales-leads'
2. 2Click in the 'Text' field
3. 3Use the data picker to select lead fields
4. 4Format your message with lead details

Workflow > Test

Test Complete Workflow

Click 'Test' at the top of the workflow to run the entire sequence. This will use your test Salesforce lead data and send an actual message to your Slack channel. Check your Slack channel to verify the message format and content.

1. 1Click 'Test' at the workflow level
2. 2Watch each step execute
3. 3Check your Slack channel for the message
4. 4Verify all lead data appears correctly

Workflow > Deploy

Deploy Workflow

Click 'Deploy' in the top right to activate your workflow. This enables the Salesforce webhook and makes your automation live. From now on, every new lead in Salesforce will trigger a Slack notification within 30 seconds.

1. 1Click 'Deploy' button
2. 2Confirm deployment in the popup
3. 3Wait for 'Active' status to appear

Add this Node.js code step between Salesforce and Slack to enrich notifications with urgency scoring based on title and company size. Paste this in a new Code step after your Salesforce trigger.

export default defineComponent({
  async run({ steps, $ }) {
    const lead = steps.trigger.event;

export default defineComponent({
  async run({ steps, $ }) {
    const lead = steps.trigger.event;
    
    // Score urgency based on title keywords
    const highValueTitles = ['ceo', 'cto', 'vp', 'director', 'head of', 'chief'];
    const titleScore = highValueTitles.some(title => 
      lead.Title?.toLowerCase().includes(title)) ? 2 : 1;
    
    // Company size indicator (rough estimate from domain)
    let companySizeScore = 1;
    if (lead.Company?.includes('Inc') || lead.Company?.includes('Corp')) {
      companySizeScore = 2;
    }
    
    const urgencyScore = titleScore + companySizeScore;
    
    let urgencyEmoji = '📝';
    let urgencyText = 'Standard';
    
    if (urgencyScore >= 4) {
      urgencyEmoji = '🚨';
      urgencyText = 'HIGH PRIORITY';
    } else if (urgencyScore >= 3) {
      urgencyEmoji = '⚡';
      urgencyText = 'Priority';
    }
    
    return {
      ...lead,
      urgency_emoji: urgencyEmoji,
      urgency_text: urgencyText,
      urgency_score: urgencyScore
    };
  }
});