Slack notifications

What it is for

Slack here is for telling your team something, not for talking to customers. A workflow can post a message into a channel you choose, for example when a call ends with a complaint, or a high value deal reaches the final stage.

Because it posts to your team rather than to a contact, it is not affected by customer opt-outs.

Connecting Slack

If the app is not in the channel yet, Slack will say so and you can invite it. The workflow will not activate until a channel is chosen.

1. Open Settings and choose Integrations.
2. Click Connect on Slack and approve the workspace.
3. Add a Send Slack message step to a workflow and pick the channel.