Slack Integration
Setting up Slack#
OAuth 2.0~5 min setup
Route CRM activity notifications directly into your Slack channels. Deal stage changes, contract signings, task assignments, and pipeline updates appear where your team already works — with configurable rules so the right events reach the right channels.
Supported Features
| Feature | Details | Status |
|---|---|---|
| Channel notifications | CRM events posted to designated Slack channels with rich formatting | Supported |
| Event filtering | Configure which CRM events trigger notifications (deal change, contract, task, lead) | Supported |
| Per-pipeline routing | Different pipelines can route notifications to different channels | Supported |
| Per-team overrides | Team-specific channel overrides for targeted notifications | Supported |
| @mention notifications | Mention @users inside Coeffection to trigger a direct Slack DM | Supported |
| Rich message formatting | Notifications include deal value, stage, owner, and direct link to the CRM record | Supported |
Before you begin
- ✓A Slack workspace where you have permission to install apps
- ✓Create a #crm-alerts channel (recommended) before connecting
- ✓Admin role in Coeffection
Connecting Slack
- 1Go to Admin → Integrations → Slack and click Authorize.
- 2Sign in to Slack and select the workspace to connect.
- 3Review the requested permissions and click Allow — Coeffection needs permission to post messages to channels.
- 4Pick the default channel for CRM notifications (e.g. #crm-alerts).
- 5Configure notification rules: choose which CRM events trigger notifications and which channel receives each event type.
- 6Optionally add per-pipeline or per-team channel overrides for granular routing.
- 7Test the connection by triggering a sample deal update — a message should appear in your chosen channel.
Slack — CRM Notification
C
Coeffection2:34 PM
Deal moved to Negotiation
Deal: Acme Corp — Enterprise License
Value: $125,000 • Owner: Sarah Chen
View in Coeffection →
Notification Rules
Rules control which CRM events generate Slack messages. Available event types:
- Deal Stage changed, deal won, deal lost
- Contract Sent, viewed, signed, declined
- Task Assigned, overdue, completed
- Lead New lead assigned, lead converted
- Invoice Created, paid, overdue
Troubleshooting
Notifications aren't appearing in my channel▾
Verify that the Coeffection app has been added to the target channel in Slack. Go to the channel → click the channel name → Integrations tab → confirm Coeffection is listed. If not, click 'Add an app' and search for Coeffection.
I want different teams to get different notifications▾
Use per-pipeline and per-team channel overrides in Admin → Integrations → Slack → Notification Rules. Each pipeline or team can have its own target channel.
ℹ
Create a dedicated #crm-alerts channel before connecting Slack. Routing all CRM notifications there keeps your main team channels clutter-free and makes it easy to mute or customize alerts per user.