How to Send New Lead Notifications with Power Automate

My flows > + New flow > Automated cloud flow

Create automated cloud flow

Navigate to make.powerautomate.com and sign in with your Microsoft account. Click 'My flows' in the left sidebar, then click '+ New flow' at the top. Select 'Automated cloud flow' from the dropdown menu. Name your flow 'Salesforce Lead to Slack Notifications' and leave the trigger blank for now.

1. 1Click 'My flows' in the left navigation
2. 2Click the '+ New flow' button
3. 3Select 'Automated cloud flow'
4. 4Enter flow name: 'Salesforce Lead to Slack Notifications'
5. 5Click 'Create' without selecting a trigger

Flow designer > Trigger > Salesforce > When a record is created

Add Salesforce trigger

Click on the trigger step and search for 'Salesforce' in the connector search box. Select the Salesforce connector, then choose 'When a record is created' trigger. This fires whenever any new record gets added to your Salesforce org. You'll need to authenticate with your Salesforce credentials if this is your first time connecting.

1. 1Click the 'Choose your flow's trigger' box
2. 2Type 'Salesforce' in the search bar
3. 3Click the Salesforce connector
4. 4Select 'When a record is created' trigger
5. 5Sign in to Salesforce when prompted

Salesforce trigger > Configuration

Configure lead trigger settings

Set Environment to 'Production' unless you're testing in a sandbox. For Object Type, select 'Lead' from the dropdown - this ensures the flow only triggers on new leads, not contacts or other records. Leave Scope as 'Organization' to catch leads from all users and processes. The trigger will now fire within 2-5 minutes of any new lead creation.

1. 1Set Environment to 'Production'
2. 2Click Object Type dropdown
3. 3Select 'Lead' from the list
4. 4Keep Scope as 'Organization'
5. 5Click outside the fields to save

Flow designer > + New step > Slack > Post message

Add new step for Slack action

Click '+ New step' below the Salesforce trigger. Search for 'Slack' in the connector search box and select the Slack connector. Choose 'Post message' action - this lets you send formatted messages to any Slack channel. You'll need to authorize Power Automate to access your Slack workspace if you haven't connected before.

1. 1Click '+ New step' button
2. 2Type 'Slack' in the connector search
3. 3Select the Slack connector
4. 4Choose 'Post message' action
5. 5Authorize Slack access if prompted

Slack action > Channel

Select target Slack channel

Click the Channel dropdown and select your target channel from the list. If you don't see #sales-leads, type it manually including the # symbol. Power Automate pulls all public channels you have access to, plus private channels where the app is installed. The bot will post using the name 'Microsoft Power Automate' unless you customize it.

1. 1Click the Channel dropdown
2. 2Select #sales-leads from the list
3. 3Or type '#sales-leads' manually if not shown
4. 4Leave Post as field blank for default bot name

Slack action > Message text > Dynamic content

Build lead notification message

Click in the Message text field and create your notification template. Type static text like 'New lead:' then click 'Add dynamic content' to insert Salesforce lead fields. Build a message that includes the lead's name, company, title, phone, and lead source. Use line breaks and formatting to make it scannable for your sales team.

1. 1Click in the Message text field
2. 2Type 'New lead: '
3. 3Click 'Add dynamic content'
4. 4Select 'First Name' then 'Last Name' from Salesforce fields
5. 5Add more static text and dynamic fields for company, title, phone

Slack action > Message text

Format message with lead details

Structure your message for quick scanning by sales reps. Include Company, Title, Phone, Email and Lead Source each on separate lines. Use Slack formatting like asterisks for bold text around field labels. Add the Salesforce record URL so reps can click through to see full lead details and take action immediately.

1. 1Add '*Company:* ' then Company dynamic field
2. 2Press Enter and add '*Title:* ' then Title field
3. 3Add '*Phone:* ' then Phone dynamic field
4. 4Add '*Lead Source:* ' then Lead Source field
5. 5Add Salesforce record link using Lead ID

Flow designer > Save > Test > Manually

Test the flow

Click 'Save' at the top right to save your flow. Click 'Test' and select 'Manually' to test with real data. Create a new lead in Salesforce to trigger the flow. Go back to Power Automate and watch the run history - you should see the flow execute within 2-5 minutes and post a message to your Slack channel.

1. 1Click 'Save' button in top right
2. 2Click 'Test' next to Save
3. 3Select 'Manually' option
4. 4Create a test lead in Salesforce
5. 5Monitor the flow run in Power Automate

Flow settings > Turn on > Run history

Enable and monitor

Turn on your flow by clicking the toggle switch in the top bar - it should show 'On' when active. Check the run history over the next few days to make sure it's firing reliably. Look for any failed runs and review error messages. Set up email notifications in flow settings if you want alerts when the automation fails.

1. 1Click the toggle switch to turn flow 'On'
2. 2Navigate to 'Run history' tab
3. 3Review recent executions for errors
4. 4Set up failure notifications if desired

Add this expression in Message text to handle empty phone numbers gracefully and avoid showing 'undefined' in Slack notifications.

if(empty(triggerOutputs()?['body/Phone']), 
  'Phone: Not provided', 
  concat('Phone: ', triggerOutputs()?['body/Phone'])

if(empty(triggerOutputs()?['body/Phone']), 
  'Phone: Not provided', 
  concat('Phone: ', triggerOutputs()?['body/Phone'])
)

// For handling multiple optional fields:
if(empty(triggerOutputs()?['body/Title']),
  '',
  concat('*Title:* ', triggerOutputs()?['body/Title'], '\n')
)