Integrating Slack with Opportunities

This document provides a comprehensive guide on how to associate a Slack channel with an opportunity or create a new Slack channel directly from Provarity. The following steps will walk you through the process seamlessly.

 

Step 1

Welcome! Let's begin by exploring how to associate a Slack channel with an opportunity or create a new one from Provarity. Start by viewing your pending items, where you can observe deals imported from Salesforce.

 

Step 2

Proceed by selecting the test account that has been created. Confirm essential details and proceed with assigning the relevant settings.

 

Step 3

Assign the correct dynamic workflow and select the appropriate date.

 

Step 4

Decide on the appropriate configuration for the Slack channel.

 

Step 5

Determine how to configure the Slack channel appropriately based on your requirements.

 

Step 6

If the deal does not require a Slack channel, no action is necessary.

 

Step 7

If an existing Slack channel is already available, associate it directly from within Provarity.

 

Step 8

To link an existing Slack channel, copy the channel ID from Slack and paste it here. Alternatively, create a new Slack channel directly within Provarity.

 

Step 9

You will notice an automatically generated name for the channel, designed for convenience.

 

Step 10

Feel free to edit the channel name as necessary. For example, if it pertains to the East region, make the necessary changes and save. You'll now see both the configured workflow and the newly created channel account.

 

Step 11

If there are any questions or if assistance is needed, please don't hesitate to reach out. We are here to assist you.