Integrating With Slack

Can we integrate with Slack?

Yes. The Clozd app offers an out-of-the-box integration with Slack that allows you to share you win-loss findings via your company’s Slack workspace. This is a great way to share win-loss insights with stakeholders that may not be Salesforce users.

The integration can post deal summaries to a designated Slack channel each time an opportunity owner submits feedback. It can also post summary reports and program highlights to the designated Slack channel on a weekly basis.

How do we integrate with Slack?

First, configure incoming webhooks in Slack. Install the Incoming WebHooks app by Slack. (Click “Add to Slack.”) Configure the webhook with the following settings:

• Post to Channel — Designate the Slack channel that notifications should be posted to.
• Customize Name — “Clozd Win-Loss Analysis.”
• Descriptive Label — “Win-Loss Solution for Salesforce.”

Once you have completed these settings, copy the webhook URL and save it for the third step.

Second, whitelist the webhook domain in Salesforce. Navigate to Remote Site Settings in your Salesforce org’s Setup. Add a new Remote Site:

• Remote Site Name — “slack_webhook”
• Remote Site URL — “https://hooks.slack.com/”

Third, add webhook URL to Clozd app. Navigate to the Report Setup tab in the Clozd app. Click on Slack in the navigation bar on the left side of the screen. Add a new webhook and configure it with these settings:

• Message Type — Select the types of notifications you would like from the dropdown.
• Deal Notifications — Whenever an opportunity owner completes a win-loss form, summary data of the opportunity are pushed to Slack.
• Report Notifications — Every Monday, Clozd will push win-loss reports containing aggregated data of the previous 30 days.
• Participation Notifications — Every Monday, Clozd will push a report showing rep compliance and the number of incomplete forms from the previous 30 days.
• Webhook — Paste the webhook URL you saved in the first step here.

Click save.

If you would like to push reports to more than one Slack channel, repeat the first and third steps for each additional channel.

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