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Slack Webhook Setup

Connect LeadIn to your Slack workspace so your team receives instant job cards when new leads come in.

5 minutes to complete

What You'll Need

  • Admin access to your Slack workspace

Setup Steps

⚡ Already use Slack?

If your business already has a Slack workspace, you're ahead. You don't need to create anything new — just open your existing workspace, go to the App Directory, search for Incoming Webhooks, and install it.

Once it's installed, skip to Step 2 — everything from there applies directly to your existing workspace.

1

Download and Set Up Slack

If you don't have Slack yet, download it at slack.com/downloads and create a free workspace for your business. Use your company name as the workspace name.

Once your workspace is ready, continue to Step 2.

2

Create a Dedicated Channel

In your Slack workspace, click the + icon next to Channels in the left sidebar and select Create a channel. Name it #dispatch (or #leadin-jobs if you prefer). Set it to Private. Click Create.

This is the channel where your LeadIn job cards will be delivered.

3

Open Slack App Directory

Go to your Slack workspace and click on your workspace name in the top left. Select Settings & administration Manage apps.

Or visit directly: api.slack.com/apps

4

Create a New App

Click Create New App From scratch.

Name it something like LeadIn Notifications and select your workspace.

5

Enable Incoming Webhooks

In your new app's settings, find Incoming Webhooks in the left sidebar. Toggle it On.

6

Add Webhook to Channel

Scroll down and click Add New Webhook to Workspace. In the dropdown, select the #dispatch channel you created in Step 2. If you don't see it, start typing the channel name to search.

Click Allow to authorize the connection.

7

Copy Your Webhook URL

You'll now see your webhook URL. Click Copy. It will look like this:

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Tip: This URL is unique to your channel. If you ever need to regenerate it, just let us know.

8

Send to LeadIn

You have two options to send us your webhook URL:

Option 1 — Onboarding form: If you received a setup form link in your onboarding email, paste your webhook URL there and submit.

Option 2 — Email: Email your webhook URL to hello@leadin.solutions with the subject line [Your Company Name] Slack Webhook and we'll configure it on our end.

✓ You're Done!
Once we configure your account, you'll start receiving job cards in your Slack channel whenever a new lead comes through.

What to Expect

When a caller reaches your LeadIn line, they'll receive an SMS conversation that collects their job details. Once complete, your Slack channel will receive a formatted job card with:

  • Customer name and phone number
  • Service address
  • Job description and urgency
  • Any photos the customer sent
  • Preferred scheduling window

Need Help?

Stuck on a step? We're happy to set this up with you.

hello@leadin.solutions