Connect Slack to Popl to get new lead notifications in a slack channel.
In this document, we will provide a step-by-step walkthrough of how to set up our direct integration with Slack. Once your Slack workspace is connected to Popl, whenever a member of your Popl team gets a new lead it will create notifications in Slack.
Connecting your Slack Account
From the home page of Popl Dashboard, click into the "Integrations" tab. Find and select the slack tile from the list of integrations.
Once selected, you will be taken to the Connect page as shown below. Choose if you want to connect this Slack connection for all members of the team, or just for certain subteams. (CRM connections can be unique per subteam.) Once you’ve made your selection click on “Connect Integration”
A window will then pop-up asking you to select a workspace and grant access for the connection.
Slack Connection Pop-up
After clicking 'Allow', you will be redirected to your Slack integration settings in your Popl account.
Congrats 🎉
Now when your team captures a lead you'll receive a notification from Popl in your team's Slack channel. For customizing your slack integration see Slack Integration Settings.
Need Help?
Contact Popl Support – our team is available to assist at [email protected].
