Slack
Stay connected to pipeline updates instantly.
Clarify's Slack integration keeps your revenue team instantly connected to CRM activity, enabling real-time collaboration on deals and opportunities.
Features
Notifications
- Record comments
- Anyone subscribed to a record will receive a notification
- You're considered subscribed if you modify, comment, or manually subscribe to a record
- User mentions
- If you're @mentioned on any record, you will get a notification
- Record updates
- Any changes to a record you're subscribed to will trigger a Slack notification
- Deal owner update
- New deal owners will receive a notification when they are assigned as the owner
- Original owners will be notified that the deal ownership has changed
Unfurling
When sharing records in Slack, a preview will be displayed:
- All records: Title
- Meetings: Title + Event date
- Deals: Title + Stage + Amount + Close date
- People + Companies: Description + Job title
Reaction with 👀 to subscribe
- React with 👀 to automatically subscribe to a record
- You'll receive a confirmation notification
Installation
To get the Slack integration working with Clarify, each user needs to complete the following steps:
- Navigate to the Connected accounts in Clarify's Settings
- Click Configure on the Slack integration card
- Complete the OAuth authorization flow
Note: Each individual user will need to configure their own Slack connection separately.
Troubleshooting
Disconnect and reconnect the integration
If you encounter issues with your Slack integration:
- Navigate to the integrations page
- Disconnect your Slack integration
- Reconnect by following the OAuth flow again
Additional support
- If issues persist after reconnecting, contact us at support@getclarify.ai
- For customers with dedicated support, please use your existing Slack support channel
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