What does this integration do?
In short, the Slack integration enables your SalesScreen feed posts to be sent to a Slack channel of your choice, in your Slack workspace. This is practical if you're using Slack a lot and want a steady flow of your team's activities and achievements populated to Slack.
You need to have an active SalesScreen subscription in order to add the SalesScreen Slack app to your team. Furthermore, the integration can only be activated with a SalesScreen admin account.
The Slack user that authorizes the integration will need the App Manager privilege.
To initialize the integration between SalesScreen and Slack, sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.
Once there, go to Integrations and click on Integrate for Slack. Alternatively, this link will take you there directly.
On the next page, click on Authorize Integration. This action will initiate the Slack authentication and authorization process, which means you'll be redirected to Slack's login page (if not already signed in).
Once authenticated, Slack will present a summary of what the SalesScreen app is requesting access to.
When ready, click Allow. As a result, SalesScreen will store the integration configurations, and you'll be redirected back to SalesScreen.
That's it! Your SalesScreen account is integrated with your Slack workspace.
Now that the integration is authorized, you can build workflows, that specify which SalesScreen feed posts should be sent to which Slack channel or group.
If you want to push feed posts to a private group in Slack, you must first invite the SalesScreen app to that channel.
The integration allows you to import users from your Slack workspace into SalesScreen. As a result, SalesScreen creates an account for each user that is imported. This can be done at your own discretion by navigating to Manage > Settings > Integrations > Manage Slack > Settings > Import Users.
If you have any questions or need assistance, please contact us via our live support chat. Simply click on the chat bubble in the bottom right corner, and one of our support representatives will be all ears!
How do I remove the SalesScreen app / terminate the integration?
Should you want to terminate the integration, you can simply navigate to Manage > Settings > Integrations > Manage Slack > Settings in SalesScreen. There, you can click on Terminate Integration, which will delete the integration configurations and uninstall the SalesScreen app from your Slack workspace. Contact us at any time if you have further questions!