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.
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- 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.
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- Complete the Integration. Grant Champify the necessary permissions to send slack messages in designated channels, by clicking “Allow”.
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When new champifys are identified, account owners will receive a message from the Champify Slack App.
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Last updated on September 25, 2023