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Slack

Details on our Slack integration: connecting it, the features, and troubleshooting it.

Overview

Clarify's Slack integration streamlines your workflow by bringing essential communications directly into your Slack workspace. Managing business relationships across multiple platforms creates communication gaps and missed opportunities, but our integration eliminates these issues by connecting your Clarify account with Slack, enhancing team collaboration, and delivering timely notifications about record changes, comments, and mentions directly to your preferred communication channel.

Features

Notifications

slack notification
  • 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

unfurl

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:

  1. Navigate to the Integrations page on Clarify
  2. Click Configure on the Slack integration card
  3. Complete the OAuth authorization flow
slack settings

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:

  1. Navigate to the integrations page
  2. Disconnect your Slack integration
  3. 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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