Income Mavericks / Integrations / Slack
Slack integration

The team hears about it the moment it happens

New leads, booked calls and won deals posted to the channel that needs them.

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Fig. 01 — What changes
Today

A high-priority lead lands in the morning and waits. Nobody is looking at that screen, so it is late afternoon before the right person hears, and by then somebody else has called them back.

Connected
When a new lead is marked high priority Income Mavericks opens the marketing channel with who it was and what they did already in the message
What it connects

The gap it closes

The lead came in at nine and somebody picked it up at four, because it was sitting in a system nobody had open that morning. The won deal reaches finance a week late, from a corridor conversation.

Your team is already in Slack all day, so this is where the news goes: the moment something happens in the business, the person who needs to know is told, by name.

Where it fits

Sits in the window your team already has open, carrying the news out of the system nobody watches.

Need more than it does

Tell us what the connection has to do and we will wire the rest of it.

What it does once connected

What stops being your job

01

It reaches the person who owns them

The message goes straight to whoever that client belongs to. Not a room where everyone assumes somebody else has it.

02

The message says what happened to whom

Who it was and what they did arrive with it. Nobody has to open the system to find out what the alert was about.

03

The right room hears it

Sales news to sales, a booked job to delivery, a won deal to the people counting. A private group or the whole company, as you decide.

In practice

Watch one go through

One job going through, start to finish, with nobody watching it. The steps are what this connection actually does; the times beside them are illustrative.

Slack · one run
2.1s
A new lead is marked high priority By the rule you set
A message is posted to the channel The room that owns them
It says who it was and what they did Not that a new lead arrived
Weighing it up See it running
Already a client Connect it →
Already a client

You will find it under Settings → Integrations, and in the automation itself when you reach for it.

Open the setup guide →
Questions

What people ask

Where exactly do these messages land?

Three places, and you choose per message. Straight to one person, including whoever owns that client. A private channel, for a named group. Or a public channel, where everyone sees it. That is the scope, and most businesses end up using all three for different news.

What sort of things would we post?

The moments you currently find out about late. A new lead marked high priority. A task assigned to someone. A deal moving stage. A form submitted. Anything that happens in the business and matters to somebody who is not looking at the screen it happened on.

Does it just say something happened, or does it say what?

It says what. The detail travels with the message, so the channel reads who it was and what they did. Someone glancing at their phone knows whether it needs them right now, without opening anything or asking in the thread.

Will our channels read like a machine talking?

A message to a private channel arrives as though a person sent it. It sits in the conversation the way anything else does. The team replies to it and picks the work up in the thread, rather than scrolling past one more alert.

Our team already ignores notifications. Why is this different?

Because it goes to a named person, in the app they answer all day, with the detail already in it. A general channel is easy to leave to somebody else. A message addressed to you about your client is harder to walk past.

Also connects to

Every native connection comes with the platform. Tell us what else you need and we will wire it.

Want this connected for you?

See the whole system running

An hour, watching a lead arrive and a job get scheduled. Then you tell us where it would not fit your work.

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