Slack Integration

Connect Slack to Popl Teams for converting Popl leads to Slack leads with auto or manual syncs.

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 and alerts in Slack.

Connecting your Slack Account

1. First, from the home page of Popl Dashboard, click into the "Integrations" tab.

• If you've already connected Slack at any point before, the option for Slack will display under the 'Connected' section. Go ahead and click that option instead if that's the case.

  

  Popl Teams - Integrations Page

1. Next, 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! For this demo, we are going to go with "Connect Integration for Full Team") Once you’ve made your selection click on “Connect Integration”

   

   Popl Teams - Connect Page

2. A window will then pop-up asking you connect and authorize your Slack account. Click the option to 'Connect with OAuth' and sign-in:

Slack Connection Pop-up

1. If you are not already signed into your Slack workspace, a pop-up will open asking you to login. Once you've signed into your Slack Workspace, a pop-up will appear requesting you grant access:

1. After clicking 'Allow', the auth window will disappear and you will see that the button in the top right of the pop-up now shows "Connected". Great job! Now you can set-up your Slack configuration

   

Slack Configuration

1. Send Message for New Lead - Adjust the toggle to choose whether you want to send a message to a Slack channel when a new lead is collected. When toggled off, you will not receive any alerts or notifications. You can adjust this toggle at anytime.

2. Choose a Channel - From the dropdown select the channel you want the notifications to be sent to. The channel must be public for the integration to send notifications to. If no channel is selected and the dropdown is left blank, the notifications will be sent to the #general channel.

Create a Test Lead

After setting your desired configuration, you can test it out! On the Popl Dashboard, navigate to the Leads page and click the button ‘Add Leads’ and 'Create New Lead'. This will open a pop-up and you can fill the fields with test data. Clicking the button ‘Create Lead' will create a test lead and you'll receive a Popl notification in your selected Slack channel.

Congrats 🎉

Once your desired workflow(s) are enabled, you are all set! Now when your team captures a lead you'll receive a notification from Popl in your team's Slack channel. If you have any issues or questions, please contact us at [email protected], we are available nearly 24/7 and will get back to you within 6-8 hours or less.

With 🤍 from Popl.