What a configuration could hand over
A new enquiry can be sent to a selected channel with its specification and link. Assignment can be adapted to the team’s process.
Channel message
An enquiry could arrive as a message built from Block Kit blocks: product, dimensions, material and price in clear rows. A short message text would serve the mobile notification.
Link button
A button block can open the configuration’s 3D view or the CRM record straight from Slack.
@mention
With a Slack app and a bot token, the message can tag the responsible salesperson by product or region. Slack needs the user ID for this, not the name, so we would prepare the assignment list together.
Thread
A revised configuration from the same customer can be added by the app as a reply in the original message’s thread, keeping the channel tidy.
What we need to connect it
For a simple connection, a Slack app with Incoming Webhooks switched on is enough; its URL is tied to one channel when you install it.
If messages should go to several channels or into threads, the app needs a bot token with the chat:write scope and an invitation to those channels.
Depending on your rules, a Slack admin may need to approve installing the app in your workspace.
Before go-live we set up a test channel and a sample message built from a real configuration.
Worth deciding up front
- An incoming webhook’s channel is fixed at installation and the message cannot override it, so routing by product needs a bot token or several webhooks.
- Slack accepts roughly one message per second per channel, which is plenty for normal enquiry traffic, but a bulk import of older enquiries would need spacing out.
- Every member of the channel can read the customer’s phone and email in the message, so consider a private channel or just a link to the CRM.
Questions about this connection
Can a pergola go to a different channel than a fence?
With an app and a bot token, the configurator can pick the channel by product. With a single incoming webhook, everything goes to the channel chosen at installation, so the method depends on how many channels you want.
Can we reply to the customer straight from Slack?
In this setup Slack is the team’s internal channel and the customer never sees the message. The reply would come from your CRM or mailbox; the thread can only carry a note on who has taken the enquiry.
Other integrations
Put Slack to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.