Slack Alerts for Hot Accounts

Business Question

Who's showing buying intent right now, and how do I get that signal to my sales team instantly?

Waiting for a weekly report is too slow. This workflow fires immediately when an account enters your high-intent view — your sales team gets a Slack notification with the account name and relevant context, and can act while the signal is fresh.

How to Set Up

Step 1: Create a High-Intent View

Go to Companies → Views and create a new view. Name it something like Hot Accounts if you segment by region.

Apply these filters:

Filter	Value	Why
Intent Score	Hot, On Fire	Core signal
Is In Stage	No Current Stage (or specific stages to re-engage)	Don't alert on accounts already in deals
Company Type	Prospect, Lead	Exclude customers
Optional: Exists in CRM	Not exist in CRM	Surface accounts Sales don't have visibility to via CRM
Optional: Geography	Your region/country	Segment alerts by team
Optional: Employee Count	Your ICP range	Further qualify

Step 2: Create a New Workflow

Go to Workflows and click + New Workflow.

• Name: Slack Alert - Hot Accounts (or regional variant)

• Source: Select the Account View you just created

• Execution Mode: Triggered (When Record Enters View)

Step 3: Add a Slack Node

Click + Add a Destination Node and select Slack.

• Channel: Select the Slack channel to send the alert to

  • Reminder to add HockeyStack to the channel

Step 4: Enable and Test

• Click Enable to turn on the workflow

  • test the workflow by clicking "Run Once For a Single Record", or wait for a real account to enter the view

• Check your Slack channel for the alert

Common Variations

Variation A: Alert by Owner/Territory Add a Branching node after Slack to route different accounts to different Slack channels based on Salesforce owner or territory field.

Variation B: Alert for Closed-Lost Revival Create a second view filtered to Is In Stage = Closed Lost + Intent Hot/On Fire + Closed Won count = 0. This catches prospects worth trying again.

Variation C: Person-Level Alerts Instead of company-level, alert on high-intent individuals (e.g., "CFO at [Company] is now showing buying signals"). Filter to person scope instead of company.

Variation D: Suppress Recently Alerted Accounts Add a Filter node after the source to exclude accounts that triggered an alert in the last 24 hours. Prevents Slack spam if the account stays on fire.