4.6

Customer Connect + Slack CRM integration

Connect Slack to Customer Connect. Link your workspace, choose a channel and manage the connection in the integration settings.

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Overview

Connect Slack to Customer Connect

In Customer Connect, you can connect your Slack workspace, choose a channel in the settings and manage the connection.

Getting started

Open Slack under integrations in Customer Connect and approve the connection to your workspace. Then review the channel selection. Contact us to discuss the workflow you want to use.

What you can do

  • Connect your workspace

    Connect Slack from the integration settings in Customer Connect.

  • Choose a channel

    Retrieve channels from the connected workspace and select a channel in the settings.

  • Manage the connection

    See which workspace is connected and disconnect it when needed.