Slack Alerts
How to setup Slack Alerts
Connect Champify to your Slack workspace to alert account owners when champifys join accounts in their name.
Use Champify in Slack to:
- Get notified when new champifys (leads or contacts) are created and assigned to you.
- See context on their previous relationship and account right in Slack.
Here are some details to bear in mind about how champifys are synced:
- Messages will only be sent to users who have matching emails in Slack and Salesforce.
- Messages are sent to contact/lead owners, account owners, and any additional recipients defined in the alert section on the Champify setup screen
- If a lead converts during routing / assignment, a message will still be sent. Opening the link to the converted lead will redirect to the contact it converted into.
- A user will only receive max 10 messages per day
Setup
- Get a setup link from Champify. When you’re ready to enable the Slack integration, someone on our team will send you a magic link to access your configuration settings for your account. If you don’t have a link from us, please reach out, and we’ll provide one.
- Open the Magic Link. To connect your Champify account, and add Champify to Slack, open the magic link. In the Champify integrations direction, slick the Slack tile.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Ffde0a61c-ae11-4350-9084-f5a7e8bf486d%2Ffcc40f7f-6293-477c-8bb1-f3083d62345b%2FScreenshot_2023-09-05_at_10.57.53_PM.png?table=block&id=151b76e9-5937-4627-a262-8b626918ac3c&cache=v2)
- Add to Slack. Click the “Add to Slack” button. Note: make sure you are authenticated into the Slack workspace that you intend to integrate Champify with.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Ffde0a61c-ae11-4350-9084-f5a7e8bf486d%2Ffb781597-2f22-4e99-844d-7be03d4e55f6%2FScreenshot_2023-09-05_at_10.58.31_PM.png?table=block&id=91a87d90-21fa-4675-a01b-dc1c8b946468&cache=v2)
- Complete the Integration. Grant Champify the necessary permissions to send slack messages in designated channels, by clicking “Allow”.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Ffde0a61c-ae11-4350-9084-f5a7e8bf486d%2F0f43ef4e-4289-4107-b8f4-de0ea6313968%2FScreenshot_2023-09-05_at_11.00.10_PM.png?table=block&id=cdd0f86e-c873-4297-b32f-a232d38c8718&cache=v2)
When new champifys are identified, account owners will receive a message from the Champify Slack App.
![Example](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Ffde0a61c-ae11-4350-9084-f5a7e8bf486d%2Fde5c0c23-15ee-44c9-9fc6-515da1cb2e34%2FUntitled.png?table=block&id=6a42449c-f3ca-4712-82cb-a14c4ebe1668&cache=v2)
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Last updated on September 25, 2023