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Overview
Connect Orbit AI to Slack and receive instant notifications whenever forms are submitted. Keep your team informed in real-time without leaving your messaging workspace. Choose between the Integration Page for quick setup or Workflows for advanced automation with filtering and enrichment.Why This MattersSpeed to lead is critical. With Slack notifications, your team sees new submissions the moment they arrive—no more checking dashboards or waiting for email. React faster, close more deals, and keep everyone aligned.
Key Features
Instant Notifications
Get real-time alerts the moment a form is submitted.
Channel Selection
Send notifications to any public or private channel.
Rich Formatting
See all form data in clean, readable messages.
Workflow Integration
Use with AI qualification and enrichment.
Choose Your Setup Method
Slack notifications can be set up in two ways. Choose based on your needs:Integration Page
The quickest way to get started. Connect Slack in your form’s Integrations tab and select a channel to receive all submissions.Best for:
- Quick setup with minimal configuration
- Sending all form submissions to one channel
- Simple notification needs
Workflows
Use Slack as a destination in your workflows for advanced control over which submissions trigger notifications.Best for:
- Notify only for qualified leads
- Include enriched data in notifications
- Route to different channels based on criteria
Integration Page vs. Workflows: Which Should You Use?
Integration Page Use the Integration page when you want to send all form submissions directly to Slack without any filtering.- Simple 1:1 form-to-channel mapping
- No need for lead qualification first
- Fastest setup for basic notifications
- Filter by lead score or qualification
- Enrich leads before notifying (Clay, etc.)
- Use AI SDR qualification first
- Route different leads to different channels
Before You Begin
Prerequisites
- A Slack workspace where you have permission to install apps
- At least one Orbit AI form ready to connect
- Access to the channel where you want notifications sent
Integration Page Setup
The quickest way to get Slack notifications. Connect your workspace and select a channel directly from your form’s settings.Step 1: Connect Your Slack Workspace
Open your form in Orbit AI
Go to your dashboard and click on the form you want to send notifications for.
Dashboard → Forms → [Your Form]Click the "Integrate" tab
In the form editor, find and click the “Integrate” tab at the top.
Form Editor → Integrate tabFind the Slack section
Scroll down to find “Slack” under the Notifications section.
Scroll to: Notifications → SlackClick "Connect to Slack"
Click the “Connect to Slack” button to begin the authorization process.
Click "Connect to Slack" buttonStep 2: Select a Channel
Choose your notification channel
After connecting, a dropdown will appear with all available channels. Select the channel where you want form submissions to be posted.
Click dropdown → Select channelNotification Format
Each Slack notification includes key information about the form submission in a clean, readable format:| Field | Description | Example |
|---|---|---|
| Form Name | The name of the form that was submitted | Contact Form |
| Submission Time | Timestamp of when the form was submitted | Jan 15, 2025 at 10:30 AM |
| Form Fields | All submitted field values (email, name, message, etc.) | [email protected] |
| View Link | Direct link to view the submission in Orbit AI | View submission → |
Using Slack with Workflows
For advanced use cases, add Slack as a destination in your workflows. This gives you more control over which submissions trigger notifications and what data is included.Use workflows when you need to:
- Send notifications only for qualified leads (after AI agent qualification)
- Include enriched data in your Slack messages (from Clay, Clearbit, etc.)
- Route different form submissions to different channels
- Combine with other destinations like your CRM in a single flow
- Use AI SDR to classify leads before notifying sales
Adding Slack to a Workflow
Create or open a workflow
Go to Workflows in your dashboard and create a new workflow or open an existing one.
Dashboard → Workflows → Create/EditAdd a trigger
Set up a Form Submission trigger for the form(s) you want notifications for.
Add Trigger → Form SubmissionAdd any intermediate steps (optional)
Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
Add AI Agent, Enrichment, or Filter nodesAdd Slack destination
Click the + button and select Slack from the destinations list.
+ Add Destination → SlackConnect your Slack workspace
If you haven’t connected Slack yet, click “Connect to Slack” and authorize the app.
Connect to Slack → AuthorizeSelect the target channel
Choose which channel should receive notifications from this workflow.
Select channel from dropdownExample: Notify Sales for Qualified Leads Only
A common workflow that only notifies your sales team about high-quality leads: Form Submission → AI Agent (Qualify) → Filter (Score > 70) → Slack (#sales-leads)Testing Your Integration
After setting up Slack notifications, verify that messages are being sent correctly:Check your Slack channel
Open the Slack channel you configured. You should see a notification within a few seconds.