> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Slack Integration

> Real-time form notifications for your team

<Info>
  This integration requires a **Pro** plan.
</Info>

[Visit Slack](https://slack.com)

## Start Here

### Overview

Connect OrbitForms 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.

<Note>
  **Why This Matters**

  Speed 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.
</Note>

## Key Features

<CardGroup cols={2}>
  <Card title="Instant Notifications" icon="bell">
    Get real-time alerts the moment a form is submitted.
  </Card>

  <Card title="Channel Selection" icon="hashtag">
    Send notifications to any public or private channel.
  </Card>

  <Card title="Rich Formatting" icon="message">
    See all form data in clean, readable messages.
  </Card>

  <Card title="Workflow Integration" icon="code-branch">
    Use with AI qualification and enrichment.
  </Card>
</CardGroup>

## Choose Your Setup Method

Slack notifications can be set up in two ways. Choose based on your needs:

<CardGroup cols={2}>
  <Card title="Integration Page" icon="gear">
    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

    [Set up via Integration Page](#integration-page-setup)
  </Card>

  <Card title="Workflows" icon="code-branch">
    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

    [Set up via Workflows](#using-slack-with-workflows)
  </Card>
</CardGroup>

### 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

**Workflows**

Use Workflows when you need **filtering, enrichment, or AI qualification** before notifying your team.

* Filter by lead score or qualification
* Enrich leads before notifying (Clay, etc.)
* Use AI SDR qualification first
* Route different leads to different channels

[Learn more about Workflows](#using-slack-with-workflows)

## Before You Begin

### Prerequisites

* A Slack workspace where you have permission to install apps
* At least one OrbitForms 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

<Steps>
  <Step title="Open your form in OrbitForms">
    Go to your dashboard and click on the form you want to send notifications for.

    `Dashboard → Forms → [Your Form]`
  </Step>

  <Step title="Click the &#x22;Integrate&#x22; tab">
    In the form editor, find and click the "Integrate" tab at the top.

    `Form Editor → Integrate tab`
  </Step>

  <Step title="Find the Slack section">
    Scroll down to find "Slack" under the Notifications section.

    `Scroll to: Notifications → Slack`
  </Step>

  <Step title="Click &#x22;Connect to Slack&#x22;">
    Click the "Connect to Slack" button to begin the authorization process.

    `Click "Connect to Slack" button`
  </Step>

  <Step title="Authorize OrbitForms">
    Sign in to your Slack workspace and click "Allow" to grant OrbitForms permission to post messages. We only request the minimum required permissions.

    `Sign in → Click "Allow"`
  </Step>
</Steps>

### Step 2: Select a Channel

<Steps>
  <Step title="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 channel`
  </Step>

  <Step title="Save your configuration">
    Click the Save button to save your Slack integration settings.

    `Click Save button`
  </Step>
</Steps>

<Warning>
  **Using a Private Channel?**

  For private channels, you'll need to manually invite the OrbitForms bot after connecting. In Slack, go to the channel, type `/invite @OrbitForms` and press Enter.
</Warning>

## Notification 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.) | [john@example.com](mailto:john@example.com) |
| View Link       | Direct link to view the submission in OrbitForms        | 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

<Steps>
  <Step title="Create or open a workflow">
    Go to Workflows in your dashboard and create a new workflow or open an existing one.

    `Dashboard → Workflows → Create/Edit`
  </Step>

  <Step title="Add a trigger">
    Set up a Form Submission trigger for the form(s) you want notifications for.

    `Add Trigger → Form Submission`
  </Step>

  <Step title="Add any intermediate steps (optional)">
    Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.

    `Add AI Agent, Enrichment, or Filter nodes`
  </Step>

  <Step title="Add Slack destination">
    Click the + button and select Slack from the destinations list.

    `+ Add Destination → Slack`
  </Step>

  <Step title="Connect your Slack workspace">
    If you haven't connected Slack yet, click "Connect to Slack" and authorize the app.

    `Connect to Slack → Authorize`
  </Step>

  <Step title="Select the target channel">
    Choose which channel should receive notifications from this workflow.

    `Select channel from dropdown`
  </Step>

  <Step title="Save and activate">
    Save your workflow and toggle it to Active. Notifications will now flow through your workflow.

    `Save → Toggle Active`
  </Step>
</Steps>

### Example: 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:

<Steps>
  <Step title="Submit a test form">
    Fill out and submit your form with test data to trigger a notification.
  </Step>

  <Step title="Check your Slack channel">
    Open the Slack channel you configured. You should see a notification within a few seconds.
  </Step>

  <Step title="Verify the message content">
    Check that all the form data appears correctly in the notification and that the "View submission" link works.
  </Step>
</Steps>

## Troubleshooting

<Warning>
  **Notifications not appearing in Slack?**

  Make sure the OrbitForms bot has been added to the channel. For private channels, you need to manually invite the bot by typing `/invite @OrbitForms` in the channel.
</Warning>

<Warning>
  **Connection expired or disconnected?**

  If notifications stop working, your Slack connection may have expired. Go to your form's Integrations tab, disconnect Slack, and reconnect it. You'll need to reauthorize the app.
</Warning>

<Warning>
  **Can't find a channel in the dropdown?**

  The channel list shows channels the OrbitForms bot has access to. For private channels, invite the bot first, then refresh the page to see the channel in the dropdown.
</Warning>

<Warning>
  **Duplicate notifications?**

  If you're seeing duplicate notifications, you may have both the Integration Page and a Workflow configured for the same form. Choose one method and disable the other to avoid duplicates.
</Warning>

<Warning>
  **"Missing permissions" error?**

  This usually means your Slack admin has restricted app installations. Contact your workspace administrator to approve the OrbitForms app, or ask them to install it for you.
</Warning>

## Tips for Success

<Tip>
  * **Create a dedicated channel** for form notifications to avoid cluttering general channels
  * **Use Slack's notification settings** to control alert frequency and avoid notification fatigue
  * **Set up workflows for high-volume forms** to filter out noise and only notify on important submissions
  * **Test with a real submission** to ensure the message format looks correct before going live
</Tip>

## Resources

* [Understanding Slack Channels](https://slack.com/help/articles/115000769927-Use-channels)
* [Managing App Permissions](https://slack.com/help/articles/360025446073-Manage-app-permissions-in-a-workspace)
* [Configuring Slack Notifications](https://slack.com/help/articles/201355156-Configure-your-Slack-notifications)
* [Slack Website](https://slack.com)

***

## Ready to Set Up Slack Notifications?

Keep your team in the loop with real-time form submission notifications.

[Get Started](https://orbitforms.ai/signin)

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