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Integrations

Slack

Get a Slack notification when someone submits, progresses through or drops off a form

Integration Steps

Slack Integration Setup

  1. Navigate to the Workflow Builder
  2. Click a + button to add an action
  3. Add a Slack action and click Connect Slack
  4. Select your Slack workspace and authorize with required permissions
  5. Click Install to complete the basic setup

Private Channel Configuration

For a private channel, add the Surface bot to the channel first.

  • Open the channel where you want to receive notifications

  • Add Surface app to the channel using:

    Add Surface App to 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.

Notification Types

Configure different types of notification:

  1. Form Submissions: get notified when users complete your forms with submission details
  2. Form Progress: track when users start filling out forms or complete specific steps
  3. Form Abandonment: receive alerts when users drop off from your forms
  4. Lead Alerts: get instant notifications for high-value leads based on your criteria

Salesforce

Connect your forms with Salesforce to automatically create contacts and opportunities

Zapier

Use Zapier to send Surface form submission data to other tools and trigger actions.

On this page

Integration StepsPrivate Channel ConfigurationNotification Types