The Slack action allows you to automatically send notifications from CrocoClick to inform your team in real time when an important event occurs.

You can send messages:

• to a Slack user (private message/DM),

• to a public channel,

• in a private channel.

This is particularly useful for notifying the arrival of a lead, a change in opportunity status, a payment received, or any action requiring a quick response.

Prerequisites

Before you begin, make sure you have:

• An active Slack workspace.

• The necessary rights to connect an application to Slack.

• Access to Automations → Workflows in CrocoClick.

• Depending on your plan, the Slack action may be a Premium feature.

Step 1: Connect Slack to CrocoClick

1. Go to Settings → Integrations.

2. Open Slack.

3. Click Connect.

4. Authorize CrocoClick to access your Slack workspace.

Once authorization is confirmed, the Slack integration will appear as Connected.

Step 2: Add the Slack action to an automation

1. Open an existing automation or create a new one.

2. Click Add Action.

3. Search for Slack.

4. Choose the type of message to send:

   • Private message (DM)

   • Message in a public channel

   • Message in a private channel

Send a private message (DM) to a user

Choose the user's source

Depending on your configuration, you can send a DM to:

• The user assigned to the contact (useful for assigned leads).

• An internal user from your team.

• A Slack user selected directly.

• A personalized email, if you want to dynamically route the notification.

Write the message

• Write the content of the message.

• Use CrocoClick variables to make the message actionable.

Example:

Nouveau lead : {{contact.name}} ({{contact.phone}}) Source : {{source}} Étape : {{pipeline.stage}} 

Once configured, save the action.

Send a message in a Slack channel

Public or private channel

1. Select Public Channel or Private Channel.

2. Choose the target channel.

3. Write the message.

4. Save the action.

💡 For private channels, make sure the Slack app is authorized to access the channel.
If necessary, add the app to the channel directly from Slack.

Best practices

• Keep messages short and action-oriented.

• Add a direct link to the contact or opportunity if a variable allows it.

• Avoid spam:

  • Add filters to your automations.

  • Group notifications together if necessary.

• Use Slack for alerts, not to replace CRM.

Troubleshooting

No messages are arriving in Slack

• Check that the Slack integration is connected.

• Verify that the automation is published.

• Verify that the selected channel exists and is accessible.

• For DMs, verify that the user source is correctly resolved.

Private channel not found

• The private channel must authorize the Slack app.

• Add the app to the channel or adjust permissions on the Slack side.