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  • Configuration
  • Sending messages to Slack

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  1. Advanced guides
  2. Integrations

Slack

Notify channels and users in Slack.

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Last updated 7 months ago

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Bunny's Slack integration enables you to notify users or channels in Slack when certain events happen, for example:

  • Notify #sales when a deal is closed

  • Notify an approver when a quote must be approved

  • Notify a deal owner when a quote has been accepted or rejected

  • Notify a deal owner when a customer has viewed a quote

Bunny comes with a number of standard workflows where you can easy add this logic or you can create entirely new workflows that incorporate Slack messaging.

Configuration

Go to Other > Plugins and select the Slack plugin.

Click the Authorize with app button to start the authorization process.

The channel that Slack asks for is not significant. You can post to any channel from Bunny once the plugin is configured. Click Allow to complete the process and update the plugin in Bunny.

Don't forget to click the Enabled toggle. This will make expose Slack actions in workflows. You can also used the Only enable for user setting to confine Slack message to a specific user while you are still testing them.

Sending messages to Slack

Once the Slack plugin is configured and enabled, you can start using it in workflows. The screenshow below shows a simple workflow that posts a message to the #signups channel whenever a lead associated with the "Website sign-ups" campaign is created.

If your business runs on Slack, Bunny's Slack integration can add another level of usability and automation to your quoting and revenue operations.

Slack plugin configuration
Slack configured
Workflow using the Slack plugin