Using our integration with Slack, you can receive alerts to your slack account to help streamline communication.
|Note: If you don't see a field name named "Slack User Name," you need to ask your ChurnZero admin to configure the ChurnZero Slackbot. Skip down to the section "Connecting Slack and ChurnZero" for instructions on linking the two systems.|
Add Your Slack Name to your ChurnZero Profile
In order to get messages sent to your slack account, you need to link your Slack Name to your ChurnZero Profile. To do this, click on "My Account" in the top right of your screen in ChurnZero. Look for the filed "Slack User Name" and enter in your user name there. It should look like "@slackusername"
Your Slack Username is not the same as your Slack Display Name. To find you slack Username in Slack click on your name in your workspace>"Profile and Account">click the to open the Account Settings Webpage. Scroll all the way down to the bottom of the page to find your Slack Username.
1. Create the ChurnZero Bot in Slack
Every team has the ability to create their own custom bot users that they can use on their team. Do this by going to your team's settings page and create a new bot user.
Set the following:
- Customize Name - @churnzerobot
- Customize Icon - Use this: https://app.churnzero.net/img/ch0-large.png
- First Name - ChurnZero (leave Last Name blank)
- What this bot does: ChurnZero alerts can be configured to alert right here in Slack
2. Copy API Token
At the top of Slack's bot page, copy the API token. Paste it into ChurnZero at Admin -> General -> "Slack Bot Token"
With this, your users will be able to add their Slack User Name to their "My Account" profiles. And Slack will show up as an alert destination when they configure an alert.