Integrating Qualified with Slack allows you to send alerts about website visitors via Slack to individual team members or directly to a Slack channel. You can easily configure your Slack alert within your experience builder and add branching to send alerts about only the most qualified leads.
How the Slack integration works
With Slack connected to Qualified, you can:
- Send a channel message the moment a qualified prospect or target account lands on your site.
- Direct message specific sales reps when their accounts have arrived on your site.
- Direct message anyone in your organization regardless of having a Qualified login or not
- Direct message owners of a Salesforce account, contact, or Lead as soon as that visitor arrives on the website.
- Give your sales team a complete picture of qualified website visitors, from title to company, right inside of Slack.
Connecting to Slack
Connecting to Slack allows Qualified to send notifications to public Slack channels and individual Slack users. Once connected, users are automatically connected to receive Slack alerts if their email address in Qualified matches their email address in Slack.
As Qualified admin, follow the step below to connect the org-level account:
- In Qualified, go to Settings → Integrations → Slack → Connection.
- Under the “Org-level account” section, click Connect to Slack.
- Click Allow for Qualified to access your Slack account as shown below. More information about Qualified's Slack permissions can be found on the Qualified app directory page here.
Note: If you don’t see the “Allow” button, your Slack workspace owner may need to approve the Qualified app (documentation here). Request access by submitting your request on the screen. Your Slack workspace admin will automatically receive the request within Slack and you'll be notified when the integration is approved.
By default, you are able to specify the Slack channel that you want alerts posted to when you are creating the Slack Alert within the chat Experience builder. This however is a preference, not a restriction on Qualified's access. Qualified's Slack app would have write access to any of the public channels within your Slack workspace.
Now that Slack is connected, learn how to configure alerts in Slack. If you need assistance, please reach out to your Success Architect or email help@qualified.com.
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