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Send notifications to your Slack channels

Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

If you integrate Overloop with your Slack instance, you can send notifications to different Slack channels based on events happening in Overloop.

Contents:

Connect Slack

You can connect your Slack account from Settings > Integrations.

Enable Standard Notifications

Once the app is connected, you can enable different standard notifications in Settings > Notifications.

You can choose to be notified when:

  • prospects click links in your emails;

  • prospects reply to your emails;

  • another user assigned a task to you or mentioned you in a note;

  • your sending address is in error;

  • and many other options.


Create Custom Slack Notifications

You can send custom Slack notifications to public channels or as private messages.

  1. Navigate to the Workflows page and create a new workflow or open an existing one.

  2. Add the Slack step.

  3. Then create the text of the notification and choose the needed channel/person.

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