Want Slack alerts from HeyReach? Follow these quick steps to connect and get notified instantly. Access the video tutorial here đ
Step 1: Initiate integration with Slack in HeyReach dashboard
1ď¸âŁ Open your HeyReach dashboard, and navigate to the Integrations tab.
Find Slack, and click on Connect with Slack.
â
2ď¸âŁ A new window will open. Click on Connect Slack.
3ď¸âŁ After that, youâll see the right slider where you need to:
Name your Slack connection.
âThis is required as you can have an infinite number of connections, so youâre able to have it organized.Add Slack URL. (Look at the next step.)
Choose when you want to be notified on Slack.
âJust tickle the boxes per your preferences. One box is a minimum. Yes, you can tackle all of them.
Step 2: Generate Webhook from Slack
1ď¸âŁ Go to the Slack Admin panel, and click on Configure apps.
2ď¸âŁ The App directory window will open.From there, navigate to Custom integrations.
3ď¸âŁ Click on Incoming Webhooks.
4ď¸âŁ A new window will open. Click on Add to Slack.
â
5ď¸âŁ In the next window, youâll see the option Post to channel.
Choose from the dropdown menu a channel you want to give permission to receive triggers from HeyReach, or choose to create a new channel if you donât have one set up already.
For example, I chose HeyReach-campaigns that weâve created previously.
â
6ď¸âŁ Click on Add Incoming WebHooks Integration.
Step 3: Connect Webhooks on HeyReach
1ď¸âŁ Copy the Webhook URL from Slackâs Admin panel.
2ď¸âŁ Head back to HeyReach and paste it into the designated place in the slider window.
3ď¸âŁ Tick the boxes for events you want to receive notifications.
4ď¸âŁ Click on Create Connection.
Thatâs it! Youâre connected! đ
Step 4: Test it, just in case.
1ď¸âŁ Click on the Edit button on your integration card.
2ď¸âŁ The right slider will slide in. Youâll notice a blue button that says Test Connection.
You should get both:
-> Green text confirmation itâs successfully connected like on the image below.
-> And a message from HeyReach BOT in your dedicated Slack channel confirming the same like on the following image.
