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SourceLoop

Slack and email alerts

Slack and email alerts for every new lead, with its source

Hear about good leads, won deals, and failed payments the moment they happen, with the ad that drove them.

Free 7-day trial. Included on every plan.

SourceLoop alert builder for high-value leads, with event tiles, a condition of value at least 1,000, and a preview of the Slack message

Used by 750+ marketing teams, agencies, and SaaS companies

  • Bennett
  • Vectivo
  • Siite
  • Huemor
  • Infludata
  • Wonsulting
  • Orchly
  • PacificCrest
  • ReachTopCPA
  • BrassAnimals
  • TechCXO

The problem

By the time you check the dashboard, it's too late

Good leads go cold, budgets leak, and broken tracking hides until month end.

Hot leads wait for a reply

The first company to call back usually wins the job.

Budget leaks quietly

A campaign can spend for a week with no leads before anyone looks.

Tracking breaks on a Friday

Nobody notices a disconnected integration until the numbers look wrong.

What you can watch

The right message, to the right people, at the right pace

Pick what triggers it, narrow it down, then choose Slack or email and how often.

Triggers

Leads, deals, trials, payments, and broken tracking.

With the source

Every lead alert says which ad brought it.

Number checks

Cost per lead above target? You'll hear first.

Your pace

Instantly, or one tidy summary a day.

Delivery

Slack, email, or any tool through webhooks.

Start from a template 24 ready
High-value leadInstantly
Lead from paid adsInstantly
Deal won, with the campaignInstantly
Campaign spending, no leadsDaily
Tracking went quietDaily

Ready in a minute

Pick a template, pick a channel, done

Start from one of 24 templates. Add a condition, like value over $1,000, so only the leads that matter get through.

  • Preview it on your real data first
  • Send yourself a test in one click

AI messages

Messages that say why it matters

Add a short instruction, like "one line on why this lead matters", and AI writes it from the alert's own data. Your team knows what to do without opening a report.

  • Written in your words, on every alert
  • Falls back to the standard message if slow
# sales
SourceLoopAPP11:02
High-value lead: Marcus Lee, Brightwater Dental
Third visit this week from your implants campaign, and asked for pricing for 4 clinics. Worth a call today.
Source
Meta Ads · implants-uk
Value
$12,000
Daily leads · all clients 9:00
ClientLeadsGoodTop source
NNorthwind149Google
LLedgerly2212Organic
KKestrel85Meta

For agencies

One alert that watches every client

Set it once for all your clients and get one message, grouped by client. Alerts to clients can carry your agency's name instead of ours.

  • Grouped by client, never mixed
  • Your agency's name as the sender

How it works

Your first alert in three steps

  1. SlackConnected
    EmailReady
    01

    Connect Slack

    One click. Or skip it and use email.

  2. High-value lead
    Only ifValue ≥ $1,000
    Send to# sales
    02

    Pick a template

    Choose the moment, add a condition, pick where it goes.

  3. Test sent to # sales
    Alert is on
    03

    Test and switch on

    Check it looks right. It runs on its own from then on.

FAQ

Alerts FAQ

What can I be alerted about?

New leads, leads marked Good or Spam, contacts reaching a stage, deals created, won, or lost, trials and subscriptions starting, converting, or ending, payments received, failed, or refunded, and integrations that stop working. You can also get scheduled summaries and alerts when a number like cost per lead crosses a line.

Does every message include the lead source?

Yes. Lead alerts carry the person, the channel, source, and campaign that brought them, the landing page, and the lead's value, so whoever reads it knows how to follow up.

Can I send alerts to people outside my team?

Yes. Add any email address. The first email explains who added them, and every alert email has its own unsubscribe link.

Will a busy channel get flooded?

Not unless you want it to. Choose instantly, bundled every 15 minutes, an hourly summary, or a daily digest, and add conditions so only the leads that matter fire.

What does the AI message do?

Write a short instruction, like 'one sentence on why this lead matters', and the AI writes the message from the alert's own data. If it can't answer in time, the standard message goes out instead.

I manage many clients. Do I need an alert for each?

No. One alert can watch every client website and send one message grouped by client, to Slack and your team only, so one client never sees another's data.

Track every conversion to its true source

Capture and send full attribution data from every signup, lead, booking, and sale to your CRM and ad platforms, so you know exactly what's driving revenue.

Without SourceLoop

Untagged

Kayden Floyd

kayden@abc.com

  • SourceUnknown
  • MediumUnknown
  • CampaignUnknown
  • Landing pageUnknown
Journey
No touchpoints captured

With SourceLoop

Auto-tagged

Kayden Floyd

kayden@abc.com · Acme Co.

  • Channel Paid Social
  • CampaignFree_demo
  • Landing page/pricing
Journey
Synced to HubSpot Google Ads Meta