Slack Integration¶
Connect your Slack workspace to Outsprint to receive CRM notifications in your team channels and personal direct messages.
Connecting Slack¶
- Navigate to Settings > Connected Apps
- Find the Slack card and click Connect
- Authorize Outsprint in the Slack consent screen
- Select your workspace and approve the bot permissions
- You will be redirected back to Outsprint with the connection confirmed
A welcome message is sent to your Slack workspace to confirm the connection.
Note
Only admins can connect the Slack integration, as it applies to the entire organisation.
Configuring Channel Routing¶
After connecting, set up which Slack channels receive notifications for each event category:
- Go to Settings > Connected Apps > Slack
- In the Channel Routing table, assign channels for each category:
| Category | Events | Suggested Channel |
|---|---|---|
| Deals | Deal created, stage changed, won, lost | #sales-alerts |
| Tickets | New ticket, SLA warnings, resolved | #support-tickets |
| Marketing | Campaign results, form submissions | #marketing |
| Tasks | Task assigned, task overdue | DM to assignee |
| System | Deployment alerts, error notifications | #general |
- Toggle categories on or off as needed
- Click Save
User Mapping¶
Outsprint matches your team members to their Slack accounts by email address to enable personal DMs.
- Click Auto-map by Email to automatically match users
- Review the mapping table showing matched and unmapped users
- Manually map any unmapped users by selecting their Slack profile
Unmapped users still receive channel notifications but will not get personal DMs.
Testing the Connection¶
Click Test Notification to send a test message to one of your configured channels and verify everything is working.
Disconnecting Slack¶
- Go to Settings > Connected Apps > Slack
- Click Disconnect Slack
- Confirm the disconnection
This revokes the bot token and stops all notifications. Your notification history in Slack is preserved.
Pro Tip
You can also manage Slack routing through the chat. Try "Send deal alerts to #revenue-team instead" and the AI assistant will update the configuration.