Slack is a popular messaging platform that allows you to communicate with your team and customers. Surface Forms can be integrated with Slack to send notifications when a form is submitted, in progress or dropped.

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Integration Steps

Slack Integration

  1. Navigate to the Integrations panel from the sidebar
  2. Find the Slack card and click Authenticate
  3. Select your Slack workspace and authorize with required permissions
  4. Click Install to complete the basic setup

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Private Channel Configuration

For private channels, you need to add the Surface Bot to the channel.
  • Open the channel where you want to receive notifications
  • Add Surface app to the channel using:

    Add Surface app to the channel

  • Select “Surface” from the apps list

    Select Surface app

Make sure you have the necessary permissions in your Slack workspace to add apps to channels.

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Notification Types

Configure different types of notifications:

Form Submissions

Get notified when users complete your forms with submission details

Form Progress

Track when users start filling out forms or complete specific steps

Form Abandonment

Receive alerts when users drop off from your forms

Lead Alerts

Get instant notifications for high-value leads based on your criteria

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Message Customization

You can customize notification messages with:
  • Form name and details
  • Lead information
  • Custom fields
  • Conditional formatting
  • Action buttons
Example message format: 
📝 New Form Submission
Form: {{form.name}}
Lead: {{lead.name}}
Company: {{lead.company}}
Email: {{lead.email}}

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Best Practices

Tips for Slack Integration

  1. 1. Use dedicated channels for different form types
  2. 2. Set up separate channels for high-priority leads
  3. 3. Customize notifications based on form importance
  4. 4. Regularly review and update channel configurations
  5. 5. Test notifications after setup

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Troubleshooting

Common issues and solutions:

Workflow Examples

See examples of Slack notification workflows

Integration Settings

Configure advanced integration settings