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Connect Slack when you want lead alerts and workspace updates in your team’s channels.

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Connect and test

  1. Open Integrations > Slack and complete the Slack authorization.
  2. In Settings, review the connected workspace and default channel.
  3. Invite the traxy app to a private channel if it does not appear in the picker.
  4. Review the available triggers, lead-reply notifications, daily summary, and message customization.
  5. Save the configuration and use Test trigger.
The default channel receives the notifications and tests configured for it. Lead routes can use their own channels.

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Route an audience

Open Routes and add the lead view, destination channel, and delivery mode. You can create a channel from the channel picker when that action is available. Follow Route leads to other tools for automatic delivery and sending existing leads manually.

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Review notifications

Use Settings to configure repeat-engagement events and daily summaries. Repeat engagement concerns new activity from a qualified lead; it is not another newly delivered lead. If notifications stop, check the connection, trigger, route state, and channel access. Fix the issue before resuming a paused route. A successful test confirms the test request, not all future deliveries.