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Slack Integration

Send rich lead alerts directly to Slack channels or users. Slack integration provides real-time notifications when leads reach score milestones or complete important behavioral sequences.

Setup Instructions​

Step 1: Configure Slack App (Organization Admin)​

  1. Go to Settings → Integrations → Slack
  2. Click Create Slack App or contact support for app credentials
  3. Enter your Slack app Client ID and Client Secret
  4. Click Save

Step 2: Connect Your Workspace (Per Organizational Unit)​

  1. Go to Settings → Integrations → Slack
  2. Click Connect to Slack
  3. Select your Slack workspace
  4. Authorize kenbun to access:
    • Post to channels
    • Send direct messages
    • Read channel list
    • Read user list
  5. Choose default notification channel
  6. Click Allow

Slack integration settings page showing connection status (Connected), workspace name, bot user ID, last updated timestamp, Send Test Notification and Disconnect buttons, a Default Notification Target section displaying the warning "Channel list unavailable — try reconnecting Slack", and a separate Daily Digest section with a delivery time selector

Step 3: Test Connection​

  1. Click Send Test Notification
  2. Verify message appears in default channel
  3. Connection is ready to use

Notification Features​

Slack notifications include:

Lead Information:

  • Lead name or primary identifier (email, phone, etc.)
  • Current engagement score
  • Engagement level (e.g., "High", "Medium")

Score Breakdown:

  • Top 3 activities from last 24 hours
  • Activity counts and point values
  • Format: Event Type (count × points) +total

Interactive Actions:

  • View Lead button — Opens lead in kenbun
  • Assign to Me button — Claims the lead
  • View in HubSpot button (if HubSpot connected)

Example Notification:

Hot Lead Alert

Lead: jane.doe@example.com
Score: 75 points
Level: High Engagement

Recent Activity (24h):
- Page View (5x @ 10 pts) +50
- Email Open (3x @ 5 pts) +15
- Form Submit (1x @ 20 pts) +20

[View Lead] [Assign to Me]

Notification Routing​

Send to Channels:

  • Public channels (kenbun bot must be invited)
  • Private channels (bot must be invited)
  • Multiple channels per trigger supported

Send to Users:

  • Direct message to specific user
  • Round-robin assignment
  • Based on lead owner or territory

Default Target:

  • Set default channel/user per OU
  • Used when trigger doesn't specify target
  • Can be overridden per trigger

Configuring Triggers for Slack​

When creating Milestone or Sequence Triggers:

  1. Enable Send to Slack
  2. Choose Channel or User
  3. Select from dropdown:
    • Channels: Shows all accessible channels
    • Users: Shows workspace members
  4. Optional: Add custom message
  5. Save trigger

Trigger creation form with notification configuration

Example Configuration:

  • Trigger: Lead reaches 50 points
  • Send to: #sales-hot-leads channel
  • Custom message: "New qualified lead ready for outreach"

Managing Slack Connection​

Disconnect Slack:

  1. Go to Settings → Integrations → Slack
  2. Click Disconnect
  3. Existing triggers will stop sending notifications

Reconnect:

  • Follow the connection steps again
  • Previous trigger configurations are preserved
  • Channel/user selections may need updating if changed

Update Default Channel:

  1. Click Change Default Target
  2. Select new channel or user
  3. Click Save

Troubleshooting​

Connection Failed:

  • Verify Slack app credentials are correct
  • Check workspace permissions
  • Ensure you have admin access
  • Try disconnecting and reconnecting

Notifications Not Appearing:

  • Verify channel still exists
  • Check that kenbun bot is in the channel (invite it: /invite @kenbun)
  • Verify user hasn't blocked the bot
  • Check trigger is enabled
  • Review recent errors in the Slack health dashboard

"Channel Not Found" Error:

  • Channel may have been deleted or renamed
  • Update trigger with new channel
  • Invite kenbun bot to private channels

Bot Not Responding to Buttons:

  • Verify Slack app has interactive components enabled
  • Check request URL is configured correctly
  • Ensure webhook signature validation passes
  • Review Slack app event subscriptions

Slack Health Dashboard​

Monitor Slack integration health from Settings > Integrations > Slack:

  • Connection status
  • Last successful notification
  • Failed notification count
  • Recent errors

Slack integration status

Health Indicators:

  • Green dot: All systems working
  • Amber dot: Minor issues detected (recent errors but connection still active)
  • Red dot: Connection problems requiring attention

Integration Health Dots​

When you navigate to Settings > Integrations, each integration tab (Web, API, Slack, HubSpot) shows a colored dot next to its name indicating the current health status at a glance:

Dot ColorMeaning
GreenConnected and healthy, no recent errors
AmberConnected but recent errors detected
RedNot connected or authentication failed
No dotNot yet configured

This gives you an immediate overview of which integrations need attention without opening each tab.