The Slack Message node lets you automatically send updates, alerts, and notifications to your team in Slack directly from a workflow. It’s a powerful way to keep sales, marketing, and success teams in sync without requiring them to constantly check your MAP or CRM.
With Slack integrated, workflows can stream real-time context into the channels your team already lives in - whether it’s pushing new leads, surfacing enrichment, or flagging account activity.
Connecting Slack
Before using the Slack Message node, you’ll need to connect your Slack workspace in Settings → Integrations.
Navigate to Settings → Integrations inside Conversion.
Locate Slack and click Connect.
Authorize Conversion in Slack to install the app into your workspace.
Once connected, you’ll see your workspace listed and a green Connected badge confirming the integration is active.
Tip: If you want to send workflow messages into private channels, you must manually add the @Conversion Slack app to those channels. Open the channel in Slack, run /invite @Conversion, and the bot will be added. Only then will the private channel show up in the channel selector when building your workflow.
How it Works in Workflows
When you drag the Slack Message node into a workflow, you can:
Choose the workspace — If you’ve connected more than one Slack workspace, select the one you want the message to go into.
Pick the channel — Choose a public channel or any private channel where the @Conversion app has been invited.
Write your message — Enter the text that should be sent. This can be static text, dynamic variables, or both.
Click Insert variable to pull in information like contact name, company, stage, or any other synced variable.
Variables will resolve at runtime for each contact or account that hits the node.
Using Variables in Messages
Slack messages are most useful when they’re dynamic. For example, instead of sending “New lead added,” you can send:
New lead added: {{First Name}} {{Last Name}} at {{Company Name}} ({{Job Title}})
That way your sales team gets full context at a glance, without needing to click through to your CRM.
Any variable you’ve mapped or enriched in your CRM or MAP can be inserted here, including custom variables. If a variable is missing for a contact, it will simply omit that part of the message (no errors, no broken formatting).
Example Use Cases
Sales Alerts: Notify reps when a high-intent lead enters a workflow, enriched with name, company, and lead score.
Marketing Ops Updates: Push campaign performance updates into a channel for daily visibility.
CS Hand-offs: Send alerts when an account moves to a new lifecycle stage so Success can pick it up.
Deal Desk: Drop messages into a deal-desk channel when opportunities hit certain values or stages.
Best Practices
Keep messages concise: Slack isn’t email — short, scannable updates work best.
Use variables for context: Always include company, contact, or deal info so your team doesn’t need to switch tabs.
Target the right channels: Sales alerts should go to sales; CS updates to success; exec alerts to leadership. Avoid blasting every channel with every update.
Use private channels wisely: For sensitive alerts (like closed-lost or churn), configure private channels and ensure the @Conversion app is invited.
Testing & QA
Before activating a workflow with Slack messages:
Use the Preview feature to confirm variables are resolving correctly.
Send a test message into a sandbox or private channel.
Check for formatting issues, missing variables, or unexpected outputs.
Once confirmed, point the workflow to the production channel.
Common Setup Issues
Private channel not visible: Ensure you’ve invited @Conversion into the channel with
/invite @Conversion.Message not sending: Double-check that the Slack workspace is connected in Settings → Integrations and that the channel is still active.
Variables not resolving: Make sure those fields are mapped in your CRM/MAP and available on the contact or account record hitting the workflow.
Why Slack Messages Matter
Adding Slack into your workflow automation closes the loop between systems of record (CRM/MAP) and systems of action (Slack). Instead of asking your team to refresh dashboards or wait for weekly reports, you can stream context instantly into their daily workflow.
That means:
Faster response times for sales when new leads come in.
Stronger alignment across marketing, sales, and success.
Better visibility for leadership into pipeline, campaigns, and customer health.
Slack messages turn your workflow into a real-time communication layer across your go-to-market teams.