Carry warm introduction context into Hunter
Capture the details that make a warm introduction useful by updating the existing Hunter lead by email when Slack provides new context.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Upsert Lead
Tool to create or update a lead by email in one call. use when you want to ensure a lead exists with the provided information without checking its existence first.
Why this helps
Relationship details can disappear from a lead record when they stay only in the Slack thread where the introduction happened.
- Uses the email address to create or update the lead record.
- Preserves useful context from an introduction discussion.
- Reduces the chance of losing the reason for a warm follow-up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Hunter to Notis once in the portal.
- 2Create an automation through the portal or by telling Notis the desired outcome.
- 3Give Notis one instruction to upsert a Hunter lead by email when a Slack message contains a warm introduction and relevant new prospect context.
- 4Select Slack Channel Message Received as the trigger and pick a channel for run reports.
- 5Test with a real introduction message that includes the prospect's email.
Questions about this workflow
What kind of context is useful to retain?
Relationship, company, or follow-up details that are appropriate to keep with the lead and clearly stated in the message.
Will this create a duplicate lead?
Upsert matches by email to create or update a lead in one action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hunter. A trigger fires from one place; an action lands in another.
Slack triggers
Hunter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Account Information
Tool to retrieve information about your hunter account. use when you need to check your plan details and usage limits after confirming credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Company Enrichment
Tool to get enrichment information for a company by its domain. use when you need full company details (industry, description, location, metrics) from hunter.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create custom lead attribute
Tool to create a new custom lead attribute in your account. use after deciding on the attribute label.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Lead
Tool to create a new lead. use after gathering all prospect details to save them to your hunter account.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Leads List
Tool to create a new leads list. use when you need to organize leads into a custom list before adding leads.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Custom Attribute
Tool to delete an existing custom attribute. use after confirming the attribute id to be removed.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Lead
Tool to delete a lead. use after confirming the lead's id to remove it from your hunter.io account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Delete Leads List
Tool to delete a leads list by its id. use after confirming the leads list id to remove it from your hunter.io account.
Connect any two apps with Notis in the middle.
Slack and Hunter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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