Step 3: Configure Slack
You can manage CustomerIQ, notifications, and your CRM with our Slack app
Last updated
You can manage CustomerIQ, notifications, and your CRM with our Slack app
Last updated
Your team already lives and works in Slack, so we've built a deep integration to help you push messages to CustomerIQ for analysis and manage automation and notifications from CustomerIQ.
For those who don't use Slack: Don't fret! Anything we cover here will be sent to your email by default. Microsoft Teams coming soon.
Go to
Find Slack and click configure
Follow the authentication process
With Slack configured, you can adjust your inbox notifications to arrive via Slack (recommended)
Go to
Select any notification you'd like to receive in Slack
Next time CustomerIQ goes to notify you, you'll see it in a personal DM from the CustomerIQ Slack bot.
With Slack connected, any user can push a message to CustomerIQ for analysis by using the action menu in Slack:
Go to any message in any channel and click "More actions"
Now Push to CustomerIQ
A modal will pop up that requires you associate a contact with the submission. Enter the contact information and click Save.
You'll now get a notification that the submission has been analyzed!