Step 1: Trigger - QuoteForm Submitted

Best practice is to do a submission on yourself so you have test data available.

Step 2: Action - Slack

Event: Send Channel Message

Channel: Select the channel that you would like this notification to be sent to.

Message Text: (You can copy & paste this into this field and then edit.

Name:
Phone:
Email:
Contact Preference:
Source:
Lines of Business:
Address:
New Purchase:
Closing Date:
Type of Submission:

Tips for formatting Slack messages ↗️

Step 3: Map data from QuoteForm Submission

Next to Name: you will type /Client First Name space /Client Last Name

Next to Phone: you will type /Client Phone Number

Next to Email: you will type /Client Email

Next to Contact Preference: you will type /Client Contact Preference

Next to Source: you will type /Client Agency Zoom Lead Source OR /Client Other Lead Source

This will be based on if you have the AgencyZoom integration or not

Next to Lines of Business: you will type /Lines of Business

Next to Address: you will type /Data Personal Details Step 4 Address Full Address

Next to New Purchase: you will type /Data Home Insurance Property Address Is This A New Purchase

This will not always be filled and will not be filled if the Submission Type is Have Us Call You

Next to Closing Date: you will type /Data Home Insurance Property Address When Do You Close on Your New Home

Next to Type of Submission: you will type /Submission Type

Step 4: Additional Slack Settings

Here are the additional Slack Settings that I recommend setting here: