Did You Know You Can Assign Projects to Teammates in Slack with a Simple Workflow?
HighLevel Automatically Assigns Projects in Slack to the Right Team Member
Managing a growing team can be tough, especially when you’re juggling client requests, projects, and deadlines. But here’s some good news: HighLevel’s Slack integration lets you automatically assign projects to the right team member without the manual back-and-forth.
Setting Up Slack Integration in HighLevel
Before creating automations, head over to Settings → Integrations in HighLevel and connect your Slack workspace. You can link multiple channels and workspaces, ensuring that every project update flows seamlessly into Slack via LeadConnector.
Building Basic Slack Automations in HighLevel
Once Slack is connected, go to Automations → Workflows and add the Slack action. From here, you can:
Send a direct message to a user
Post to a private channel
Post to a public channel
For example, if a client submits a website onboarding form, HighLevel can instantly send that request to your web designer in Slack. No more missed emails - just clear, direct communication.
Advanced Dynamic User Assignment in Slack
What if you run a digital marketing agency with multiple service lines (websites, automations, email marketing)? With HighLevel, you can dynamically assign projects to the right person using conditional logic.
✅ If a client request mentions “automation,” it’s routed to your automation expert.
✅ If the request is about a “website,” it goes straight to your web designer.
By combining form triggers, Slack actions, and If/Else branches, you can ensure every project lands with the right team member, automatically.
Why Automating Project Assignments Matters
✔️ Eliminates manual task assignment
✔️ Keeps your team organized and efficient
✔️ Speeds up project turnaround times
✔️ Reduces communication breakdowns
With this workflow, client requests automatically move from form → to HighLevel → into Slack → to the right team member without you lifting a finger!
Login or start a free trial today to try it for yourself!
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