Outcome. The moment a lead who meets a high-value threshold submits a form, the assigned rep and the Slack sales channel both get an immediate alert, so hot leads never wait for a digest or daily review.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[High-value form submitted] --> B{Owner known?}
B -->|Yes| C[Email owner + Slack #sales-alerts]
B -->|No| D[Slack #sales-alerts: unassigned + add to Needs manual routing]
When to use it / when not to
- Use it for demo-request, contact-sales, or pricing-page forms where speed of response drives conversion.
- Use it after an assignment workflow has run, so an owner already
exists to notify. If no owner exists yet, chain a
Rotate record to owneraction in first (see lead-routing-002). - Do not use it for every form on the site. Reserve it for forms that indicate real buying intent; low-intent forms (ebook downloads, newsletter signups) will cause alert fatigue.
- Do not use it as a substitute for an SLA workflow. It notifies; it does not track whether anyone acted (see lead-routing-003).



