Slack Integration

An integration with Slack will allow you to send real-time notifications to Slack channels in your company workspace when new interviews are published.

Slack notifications allow you to share win-loss feedback to a wider audience at your company. Even if employees don’t have a Clozd account, they can see win-loss findings in Slack.

If some Slack channels have a specific audience, you can also set filters so that only notifications for specific deals are sent to those channels. For example, if you have a #marketing channel, you can apply a filter so that notifications are sent to that channel only when interviews are published where “Marketing” Decision Drivers were rated.

This article contains the following sections: 

• Slack Integration Setup
• Notification Example
• FAQs
• Privacy Policy

Other integrations to consider:

• Salesforce Integration & Automation
• Microsoft Teams Integration

Slack Integration Setup

To enable this integration, you'll need to be an admin on Slack and the Clozd Platform.

1. Navigate to the Configuration tab in the Clozd Platform.

2. Click on the Integrations tab.

3. Locate the Slack integration section, then click Connect.

4. Click the Add Clozd to Slack button.

5. You'll see which permissions (the ability to view and post to channels) Clozd requests for your Slack workspace. Click Allow.

6. In the Slack integration settings within the Clozd Platform, click on Add Slack Channel. Select which channel(s) should receive Slack notifications.

7. If you don't want all published interview notifications to post in a specific channel, set notification criteria by clicking Add Filter.

In this example, only notifications for deals published in the "Product" category will be sent to the #product channel.

8. You can always edit or remove channels from your Slack integration by clicking the three dots next to each channel. Add additional channels by clicking Add Slack Channel.

Notification Example

Once the integration has been completed, the Slack channel notifications will include: 

• Deal name
• Associated program
• Outcome
• Deal amount
• Preview of the interview summary
• "View Full Deal" button

Once any member of the Slack channel clicks on "Read More" or "View Full Deal," they'll be taken to an unauthenticated view of the deal. If the user wants to view any other area of the Clozd Platform, they'll have to log in.

This allows individuals from your organization that may not have access to Clozd to read important win-loss feedback.

FAQs

• What triggers a notification?

Notifications will only be posted to Slack for buyer or sales rep interviews that match the filters you've applied. The Slack integration will not post notifications for buyer surveys or sales rep surveys.

• Where can I get help?

Here is a link to the Clozd Privacy Policy:

https://www.clozd.com/privacy/policy

For questions or troubleshooting, please contact support@clozd.com.