Integrating Slack in the LeadAngel app will allow you to send notifications to recipients as soon as a lead or contact is assigned to them using OTS Router, there can be single or multiple Slack users and Slack channels.
Steps to Integrate Slack in LeadAngel:
1. You have to create a new workspace in Slack using https://slack.com/get-started#/landing
2. After creating a workspace, in the “edit workspace details” option copy the URL for the workspace.
3. Visit https://api.slack.com, and follow the instructions on the site to create an App.
Following are the two options that are supported by the LeadAngel to create an App:
- Create the App from Scratch
- Create the App from the Manifest.
4. After creating the App, go to the menu section on the left side, and click on the OAuth and permission. Here you can see the "Slack Authorization Bot User Auth Access Token"
5. Go to the app.leadangel.com>Administration>Integrations>Slack Integration> Connect Slack.
- Copy and paste the User OAuth Access Token from the "Slack Authorization Bot User Auth Access Token"
- In the Salesforce Field, select the Salesforce User field from the Slack Field Mapping area to find the appropriate Slack Users. Typically, this will just be the user's username or email.
- In the Slack Field, select the email ID that you have used to create the Slack workspace.
- Click on the Save button.