Nutshell’s Slack integration is a great way to keep your entire team up to speed with what's happening in your sales pipeline. 

What can Nutshell's Slack integration do? 

Nutshell's Slack integration enables you and your team to stay on top of what's going on with the active leads in your pipeline, right within the Slack channels where you're already communicating with each other. 

Use Nutshell's Slack integration to:

• Send notifications when new leads are created
• Send notifications when leads move to a particular stage in the pipeline
• Send notifications when leads are won or lost
• See more details about a lead, person, or company when somebody shares a Nutshell link in Slack

Won lead notification: 

Unfurled link:

How to set up Nutshell's Slack integration

1. Access Company Settings>Integrations in Nutshell
2. Click Enable for the Slack integration
3. Log into your Slack account 
4. Authorize permission (you’re giving Nutshell permission to post in certain channels and to include details from links that you share with your team)

How to set up Slack notifications for when leads are created or advanced

You can customize which notifications are sent to specific channels and when.

1. Access Company Settings>Pipelines
2. Select the pipeline that you'd like to add Slack notifications for
3. Click the Add Slack message button to add a notification for that stage
4. Choose which Slack channel you want those notifications to appear in and whether to only send notifications about leads above a certain value - note that only your public Slack channels will be available
5. Click Add, and you’ll see a new card appear for that notification

How to set up Slack notifications for when leads are won or lost

Notify your team in specific channels automatically when leads are won, lost, or cancelled.

1. Access Company Settings>Pipelines
2. Select the pipeline that you'd like to add Slack notifications for
3. Toggle to Follow-through on the top right corner of the pipeline page
4. Click the Add Slack message button to add a notification for won, lost, or cancelled leads
5. Choose which Slack channel you want those notifications to appear in and whether to only send notifications about leads above a certain value
6. Click Add, and you’ll see a new card appear for that notification

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How to delete a Slack notification

1. Click the card for the Slack automation that you'd like to delete
2. Click the Delete button in the bottom right corner of the pop-up
3. Click Confirm

FAQs

Why don't I see the option to integrate Slack with my Nutshell account?

Nutshell's Slack integration is not available for Nutshell Classic users. Please contact support@nutshell.com for information about updating your account.

Do user viewing permissions apply to unfurled links in Slack?

No. All members of a Slack channel will be able to view the unfurled details from a Nutshell link. Any viewing permissions that you set up for users and teams in Nutshell will not apply to unfurled links in Slack (learn more about user permissions here). If you would like to keep that data private, we recommend creating Slack channels for each of your Nutshell teams so that they can share links freely. 

Will Nutshell links unfurl in private channels or direct messages?

Nutshell links will only unfurl in public Slack channels. 

Is it possible to send automatic lead notifications to private channels?

Automated lead notifications must be sent to public Slack channels. They will not appear in private Slack channels.