Slack & CRM Alerts

Real-time alerts turn visitor intelligence from a reporting tool into an active selling system. When configured correctly, your team should be reaching out within 2 hours of a high-intent visit — every time, automatically.

Alert Architecture: Two Levels

Threshold alerts fire immediately when a single high-priority condition is met: a visit to the pricing page, a session of 10+ minutes, or a second visit within 7 days. These require immediate action — within 2 hours. Configure them to go directly to the responsible rep via Slack DM, not a shared channel that might be missed.

Daily digest alerts summarize all ICP-fit visitors from the past 24 hours, ranked by intent score. This is for reps who want a systematic queue to work each morning rather than real-time interruptions. Send to email or a dedicated Slack channel at 8am.

Slack Configuration

In Kopimore → Integrations → Slack, authorize the workspace and select which channel or user receives each alert type. For threshold alerts: use DMs to the account owner for precision. For digest alerts: a shared #new-leads channel works well.

The default Slack message includes: company name, industry, employee count, pages visited, session duration, and a direct link to the full profile. You can customize the message format in Kopimore's alert settings.

CRM Alert Routing

Beyond Slack, configure CRM tasks to be automatically created when a threshold alert fires. This creates an auditable record of every identified high-intent visitor, even if the Slack notification is missed. In HubSpot: create a task on the company record with a due date of same day. In Salesforce: create a Lead task or Activity on the Account.