# How to Get Slack and Email Alerts for New Leads with Their Source Send a Slack message or email when a new lead arrives, a deal closes, or a payment fails, with the channel, campaign, and ad behind it, or when cost per lead crosses a line. Source: https://sourceloop.ai/help/set-up-slack-and-email-alerts/ Updated: 2026-10-10 --- Reports tell you what happened last month. Alerts tell you what is happening now: a high-value lead from a paid campaign, a deal that just closed, a payment that failed, or a campaign that has spent all week without producing a lead. Each message carries the channel, campaign, and person behind it, so whoever reads it can act straight away. Alerts live under **Activation -> Alerts** and can go to Slack, email, or both. ![SourceLoop Activation Alerts page with the Connect Slack and New alert buttons, a row of alert templates, and the alerts table with All, On, and Paused tabs](/help/screenshots/app/activation-alerts.webp) ## What you can be alerted about An alert starts from one of three kinds of trigger: - **Something happens.** A conversion is recorded, a lead is marked Good or Spam, a contact reaches a stage, a deal is created, won, lost, or moves stage, a trial starts, converts, or expires, a subscription starts, changes, or ends, a payment comes in, fails, or is refunded, or one of your integrations stops working. - **On a schedule.** A summary every day, week, or month at the time you choose, such as yesterday's leads by channel or last week's ad performance. - **A number crosses a line.** SourceLoop checks a number on a schedule and only messages you when it passes the line you set, such as cost per lead above target or leads down on the week before. ## Before you start - A SourceLoop workspace with the tracking code installed - For Slack: permission to add apps to your Slack workspace - For deal, subscription, and payment alerts: the matching [CRM](/help/connect-hubspot-to-sourceloop/) or [payment tool](/help/track-lead-source-in-stripe/) connected ## Step 1: Connect Slack (optional) Skip this step if you only want email. 1. Open **Activation** in the left sidebar, then **Alerts**. 2. Click **Connect Slack** in the top-right. 3. Pick your Slack workspace and click **Allow**. You come back to the Alerts page connected. One connection covers every alert in the workspace. ## Step 2: Start from a template or a blank alert The fastest route is a template. Scroll the **Start from a template** row and pick the closest match: - **Leads:** New lead, High-value lead, Lead from paid ads, Good lead, Spam caught today, Contact reaches a stage, Daily leads digest - **Deals:** Deal won, with the campaign, and Deal stage changes - **Trials, subscriptions, and payments:** Trial started, Trial converted to paid, New paying customer, Customer about to churn, Subscription ended, Payment failed, Payments received, Daily subscriptions summary - **Performance:** Weekly performance, Weekly ad performance, Campaign spending with no leads, Cost per lead above target, Leads dropped - **Health:** Tracking went quiet and An integration broke Each template opens the builder already filled in. To start from nothing, click **New alert** instead. ## Step 3: Choose when it fires ![SourceLoop alert builder with a High-value lead alert: event tiles grouped by Leads, Deals, Trials and subscriptions, Payments, and Health, an Only if condition of Value at least 1000, and a Slack preview on the right](/help/screenshots/app/alert-builder.webp) 1. Give the alert a **Name** your team will recognise in Slack, such as "High-value lead". 2. Under **When**, pick the trigger type, then the event, schedule, or number: - For an event, click its tile, for example **Conversion recorded** or **Deal won**. - For a schedule, pick **Every day**, **week**, or **month** and the time. - For a number, choose what to check, the line it must cross, and how long to **stay quiet** afterwards so a number that stays high does not message you every hour. ## Step 4: Narrow it down with conditions **Only if** keeps an alert to the cases that matter. Click **Add a condition** and pick a field, a comparison, and a value. Some useful ones for lead alerts: - **Value** at least 1,000, for leads worth a call today - **Channel** is paid search or paid social, for leads from ads - **Campaign** contains "brand", to watch one campaign - **Conversion type** is Meeting, for booked calls only Every condition must hold for the alert to fire. Leave the step empty to alert on every event. ## Step 5: Pick where it goes and how often 1. Under **Send to**, add one or more **Slack** channels and any number of **email** addresses. Teammates appear by name; anyone else can be typed in. 2. Under **Delivery**, choose the pace: - **Instantly**: one message per event, within a minute. Best for leads someone should call now. - **Bundled every 15 minutes**: events in the same 15 minutes arrive as one message, which keeps a busy channel readable. - **Hourly summary**: one message an hour with everything that happened. - **Daily summary**: one digest a day at the time you pick. > **Running SourceLoop for several clients?** > Set **Applies to** as **All clients** and one alert watches every website in your account. Messages arrive grouped by client and go to Slack and team members only. ## Step 6: Choose the message, preview, and test 1. Under **Message**, pick **System message** for SourceLoop's standard layout, or **AI message** and write a short instruction such as "One sentence on why this lead matters, then the campaign." The AI writes from the alert's own data. If it cannot answer in time, the standard message goes out instead, so nothing is missed. 2. Check the **Preview** on the right. It is built from your latest real data and switches between how the alert looks in **Slack** and in **Email**. 3. Click **Send test**. A real message goes to your chosen channels and inboxes, marked "Test:". 4. Click **Create alert**. The alert appears in the table, switched on. Use the switch on its row to pause it, and open it to see its **History**: every time it fired and where it went. ## What's next - **See every lead with its quality and source:** [Contacts table](/help/contacts-leads-table/) - **Send the same events to Zapier, Make, or your own server:** [Outgoing webhooks](/help/outgoing-webhooks-overview/) - **See the channels behind your alerts:** [Traffic and Revenue report](/help/traffic-dashboard/) ## Frequently Asked Questions ### Can I send alerts to people who are not on my SourceLoop team? Yes. Type any email address in the Send to step. The first email they receive explains who added them, and every alert email carries its own unsubscribe link, so they can stop it without asking you. ### Can I post to a private Slack channel? Connect Slack once from the Alerts page, then pick the channel in the Send to step. If a private channel is missing from the list, invite the SourceLoop app to that channel in Slack and it will appear. ### Will spam leads trigger an alert? No. Leads marked Spam, whether by your lead quality rules or by a teammate, never trigger an alert. If a rule is still waiting on an Ask AI answer, the alert waits for the decision too. ### I manage several client websites. Do I need one alert per client? No. Set Applies to as All clients and one alert watches every website in your account, sending one message grouped by client. These alerts go to Slack and team members only, so one client never sees another client's leads. Only admins can create them. ### What happens if a Slack channel is deleted or an email bounces? SourceLoop stops sending to that destination, emails the person who created the alert, and shows the problem at the top of the alert. Fix the destination and save the alert to turn it back on. ### Do alerts carry my agency's branding? If you have set up branding in Settings -> Branding, alert emails show your name and icon as the sender and use your brand colour on the button, and Slack messages post under your brand's name and icon.