Slack: Connection, Settings & Activity
Install the Slack app, configure notifications and slash commands under Settings, and preview Activity monitoring (coming soon).
Overview
Connect Slack to create notes and opportunities directly from channels, receive notifications, and (optionally) track activity. Simple OAuth connection with configurable features.
Tabs
- Connection: OAuth install/status
- Settings: Notifications, commands, auto‑linking, activity tracking
- Activity: Monitoring (coming soon)
Connection
- Click Connect to Slack and authorize the S53 app
- Add the bot to channels where you plan to use commands
Settings
- Notifications: New Opportunities, Opportunity Updates, New Contacts
- Default Notification Channel: e.g.,
#sales - Slash Commands: Enable/disable; e.g.,
/s53-health @opportunity,/s53-pipeline - Auto‑link Entities: Link @mentions to CRM contacts
- Activity Tracking: Log Slack interactions when creating notes/opps
Quick Start
- Connect your Slack workspace
- Invite the S53 app to target channels
- Try
/s53-healthor/s53-pipelinein a channel
Troubleshooting
- If commands fail, ensure the bot is in the channel and commands are enabled
- Configure a default channel for notifications if messages aren’t delivered