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This integration between Pipeliner Cloud and Slack allows you to create new Slack notifications Contacts in Pipeliner when a new User is added in Slack.
NOTE: A Slack User is an individual who has signed up to your product or logged into an existing account.
PREREQUISITES: In order to use this integration, you will need to have a Pipeliner Cloud subscription and a dedicated Slack channel already set up to use for the integration.
How to activate the Slack integration in the Pipeliner Automation Hub
From the Admin Module, click on the Automation Hub Menu Item.
Find the Slack integration ⤵
Click on the Slack card and then “Add” ⤵
Slack Configuration Settings
Once you have clicked on Add, you will need to complete the Configuration Settings ⤵
Slack channel name
Enter the name of a dedicated Slack channel. This must already have been set up by your Slack Administrator. Enter in the format “Pipeliner-SalesNotifications-1” (i.e. without the "#" symbol).
When a new Opportunity is created in Pipeliner, enabling this option will post a new message in your selected Slack channel.
When a new Lead is created in Pipeliner, enabling this option will post a new message in your selected Slack channel.
When an Opportunity is Archived (Lost) in Pipeliner, enabling this option will post a message in your selected Slack channel.
When an Opportunity is Won in Pipeliner (moved into final green column in your pipeline), enabling this option will post a message in your selected Slack channel.
Once you’ve selected your options, click on "Continue".
Providing the API details are correct, the integration will connect to the Slack API and you will then be asked to Authenticate ⤵
Click on the "Authenticate" button and then on "New Authentication" ⤵
Feel free to change the suggested name to something more specific (particularly if you are using multiple integrations). The example below uses "Pipeliner — Slack Integration" in place of the default name ⤵
Click on "Add" and you’ll then be prompted to authorize access to your Slack account. Click on the "Authorize" button ⤵
You’ll now be able to click on "Finish" ⤵
In the Automation Hub, the integration will now show as “Add Pending”. A member of our team will approve and then the integration will be running ⤵
Once the integration is approved and running, you’ll receive an email confirmation from Slack that a new app has been installed ⤵
New Lead Created in Pipeliner
New Opportunity Created in Pipeliner
Opportunity Archived (Lost) in Pipeliner
Opportunity Won in Pipeliner