👤 Managers and Technical Admins have access to these settings in Hook
Automate Slack Notifications with Hook
Conductor, Hook’s automation tool, is used to build automations that can send emails, populate fields and create Risks and Alerts. It can also be used to send Slack notifications to your workspace.
Instead of needing to login to different platforms to find key data or understand changes, simply set up an automation once and always be notified of the important changes in your book of business.
Automation actions, including Send a message to Slack
Track Important Changes in your Book of Business
By connecting Hook with Slack, Customer Success teams can respond to important changes in real time and quickly take action on accounts at risk.
Receive immediate alerts for significant changes e.g. in Key Metrics, Engagement Levels or high priority risks raised by Echo.
Engage with customers proactively to reduce churn risk.
Increase visibility in your team on account health in public and private Slack channels, enabling collaboration in tackling the most complex issues.
Work more efficiently and spend more time on high impact activities by letting Hook automations do the manual work for you.
How to Send Slack Notifications from Hook
Follow the steps below to set up an automation in Hook that will send notifications to Slack. To do this you will first need to establish the Slack integration, more about this here.
Add Slack as an Integration
Set up a connection between Hook and Slack to send notifications to your Slack workspace. This must be completed by a Slack admin in your organisation.
Go to Integration settings and select Slack.
Click Authenticate with Slack. You will be redirected to Slack to confirm the connection to Hook. Choose Accept.
Once the connection is established, the page will be redirected to Hook.
Reach out to [email protected] to ensure this connection has been set up correctly.
Slack integration in Integration settings
Build an Automation
The final step is building an automation that will send a message to Slack. Find out more about building automations here.
Go to Automation Settings and create a new automation.
Select the trigger for your automation e.g. An engagement level change event occurs. Select Next: Add action.
Choose the automation action Send a message to Slack.
Select Post to Slack channel or Send as direct message.
If Post to Slack channel: Search for the Slack channel the message will be posted to. For sending messages to private channels, the Hook automation user must be added to the private channel.
If Send as a direct message: Search for the user the message will be sent to. If more than one user is selected then separate direct messages will be sent to each user.
Enter an optional title for the message, which will appear in bold above the message text.
Enter the text for the message. Use template variables to add data from fields and metrics in Hook.
Automation that sends a message to Slack when an account's engagement decreases by two engagement levels
When the automation is triggered, a Slack message from Hook (automation user) will be sent to the relevant Slack channel or user.
Related Article: Conductor: Build Automations in Hook
❓Frequently Asked Questions
Can Slack notifications be sent to private channels?
Notifications can be sent to private channels once the Hook automation user is added as a member to the private channel.
1. Open the private channel in Slack.
2. Add the Hook automation user (@Hook or similar) as a member of the channel.
3. Once added, Hook can send automated Slack notifications to that channel.
How do I send a Slack notification to a channel and in a direct message in the same automation?
This can be done by creating two separate Slack automation actions in a single automation.
After initially building the automation, will I receive multiple Slack messages?
There will be a single Slack message sent for each account (or user) that satisfies the filters in the automation on first creation. This may result in multiple Slack messages sent after initial set up.
How do I change how often the Slack notifications are sent?
A notification will be sent any time the automation is triggered. To change how often the automation is triggered, change the value for Set how often this message is re-sent if nothing’s changed at the bottom of the Send a message in Slack automation action.
Change how often Slack messages are sent if nothing changes by updating the value of Days after initial trigger