Slack Integration Settings
Configure your Slack Integration to send notifications
Authorization Information
You can view details about the integration user, the Slack user who connected the app, on the Sync Settings tab of your configuration. This section displays:
Integration User: The name of the Slack user who connected the integration
Connection Date: The date the integration was initially connected
Authorization Date: The date the integration was authorized to access Slack
General Settings
In this section you can configure your integration settings for integration assignment, auto sync, and the slack channel connected.
Integration Assignment
You can choose which team members this integration applies to. In this section, you can assign the integration to the full team or to a specific subteam. The team members on the the selected team will have their leads sync to slack.
Auto Sync
This toggle controls how Popl leads flow into slack. You can choose between automatic syncing or manual lead selection, depending on how much control your team needs.
Auto Sync ON - Instant Lead Syncing (Recommended)
When Auto Sync is enabled, every new lead captured by any team member is immediately pushed to Slack.
No manual data entry
No lead selection required
Fast, fully automated workflow for maximum efficiency
Auto Sync OFF - Manual Lead Selection
When Auto Sync is turned off, leads are not automatically sent to Slack. Instead, admins or members choose which leads to sync. This option provides more control for teams that need it.
Channel Selection (Required)
Select the channel from your slack account that you want to send notification to. You can find all public channels listed in the dropdown.
Save your Settings
Once you have configured your integration settings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the integration configuration page.
Need Help?
Contact Popl Support – our team is available to assist at [email protected].
With 🤍 from Popl.
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