Slack
Why your Slack integration matters
Our Slack integration allows your sales, leadership, finance, and customer success teams to stay updated on order and subscription progress in real-time. Getting notifications directly within Slack accelerates your communication cycles, and helps your teams respond faster to changes.
Set up one or more dedicated Slack channels for sales, renewals, and payments. Point your notifications to these channels to avoid missing critical updates.
Setup
1. In Salesbricks, go to Settings -> Integrations.
2. Click Slack and follow the prompts to connect.
3. Select which Salesbricks events you want to push notifications to your Slack channels.
Events
You can set up notifications for the following types of events in Salesbricks:
Company-wide
🎉 Order completed: Notify a team or the company of new deals that have been won.
Sales
🚀 Order stage changed: Alert your sales team and leadership when a deal moves from Open to Seller-signing and finally to Closed won.
🔓 Order share link opened: Notify your sellers when a prospect opens a shared link.
Leadership & Operations
📝 Signature required: Notify those at your company responsible for countersigning orders about deals that require a counter-signature to be fully executed.
Finance & Collections
💳 Payment successful: Notify your team when a successful payment has been processed.
⏰ Payment past due: Notify your finance team when a payment becomes past due.
❌ Payment failed: Alert your team of payments that have failed.
Customer Success
🔄 Auto renewals: We’ll roll up a weekly list of customers set to renew automatically.
🤝 Mutual renewals: Your team will be alerted about upcoming and late mutual renewals.