> For the complete documentation index, see [llms.txt](https://docs.hockeystack.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hockeystack.com/account-intelligence/workflows/workflow-template/slack-alerts-for-hot-accounts.md).

# 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

<figure><img src="https://318687664-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FedLASfWbQxGa0eYkwALS%2Fuploads%2FNxFOvjhSF0sy2396Ku9Z%2FScreenshot%202026-08-31%20at%205.42.42%E2%80%AFPM.png?alt=media&amp;token=4d24cb7f-234f-4c35-9e24-b0ba45f59c8d" alt=""><figcaption></figcaption></figure>

#### **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

<figure><img src="https://318687664-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FedLASfWbQxGa0eYkwALS%2Fuploads%2F7QBHfxZkJr9luhVhvRTp%2FScreenshot%202026-08-31%20at%208.43.54%E2%80%AFPM.png?alt=media&amp;token=1407b2ea-70e7-45f9-bd26-ff1d17b425c5" alt=""><figcaption></figcaption></figure>

### 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.


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