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