Slack
Your Navattic demo must use one of these Visitor or Account identification methods to use this integration.
Send identified visitor information directly to Slack! Once a visitor has been identified, send that information to a public or private Slack channel of your choosing.
Navattic will send the following attributes (if identified) to Slack once the connection has been established:
Navattic Attribute Field | Example |
name | John Smith |
company | Example Co |
Use this interactive demo or the written steps below to set up your integration.
Go to your workspace's integrations tab. Select the Slack integration card, and click "Activate Integration". This will redirect you to a Slack authenitication page, where Navattic's app for Slack will ask you to authorize certain permissions within your Slack workspace.
Once you have connected your Slack workspace, navigate to your public channel settings --> integrations --> Add apps --> choose Navattic.
Once the app has been added to your public Slack channel(s), set up rules to send New Leads or Accounts (Account Based Engagement must be enabled in your workspace) to your designated channels. Once the rules have been created, save your configuration.
At this time, Slack direct messages are not supported.
Navigate to the Connected tab of your Slack integration menu to select the Product Demo(s) you want to connect to Slack.
- You may test this connection by progressing to the Setup tab of your Slack integration menu.
Your connected Slack channel will now receive notifications in real-time.