Overview
The Slack-Apollo integration sends notifications directly to a connected Slack workspace. These notifications help keep you and your teammates informed on what's happening in your Apollo account.
For example, you can send a Slack notification when workflows have run and manual action is required. These notifications can be sent to users with specific roles, such as account or contact owners, or to public Slack channels. You can also receive summaries of conversations directly in Slack.
The following sections detail how to set up the Slack integration, add Slack notifications to your workflows, and receive summaries of conversations.
Connect Slack to Apollo (Admins Only)
Only Apollo admins can access the settings page that is required to set up the Slack integration. If you do not have the required access, please contact the Apollo admins at your organization for help.
Once Slack is connected, any user can receive notifications.
To set up the Slack-Apollo integration:
- Launch Apollo and click Settings > Integrations.
- Click Connect for the Slack integration.
- If you are not already signed into a Slack workspace, you need to provide your Slack credentials. Then, review the permissions for the integration and click Allow.
- You will be returned to Apollo. The integration tile shows the connected Slack workspace.
Slack will show the Apollo.io app in the Apps section of the workspace you connected. When a notification is triggered, Apollo will send it to the Messages section of the app in Slack.
Add Slack Notifications for Workflows
Workflows do not support both notifications and branching. Notifications are meant to inform you and your teammates when manual actions need to be taken in Apollo.
For more information on the rules and actions you can use to build workflows, refer to Create a Workflow.
To add a Slack notification to a workflow:
- When adding actions to a workflow, click Send notifications.
- Toggle on the Slack notification channel. If you have not added the Apollo.io app to Slack previously, you will be asked to sign in to your Slack account.
- (Optional) By default, you receive Slack notifications via the Apollo.io app in Slack, but you can also direct notifications to other users and public Slack channels.
To do so, click Configure channels. To send notifications to users other than you, such as account or contact owners, choose an option from the Send to users drop-down. To send notifications to public Slack channels in the connected workspace, choose an option from the Send to channels drop-down. Then, click Save.
- Select a call-to-action. The types of CTAs available to use depends on the target type (people, companies, or deals) you set for the workflow's enrollment triggers.
- Click Save action to save your notification.
You have now added a Slack notification for your workflow. Proceed with configuring and activating your workflow.
Receive Conversation Summaries in Slack
As part of recording video conversations, Apollo provides an AI-generated summary of the call, including the outcome of the call and any next steps that you should take.
When you connect Slack to Apollo, you receive notifications in Slack that include the outcome of the call summary and a link to view the full summary. These notifications are only triggered when you are the meeting host.
To receive these notifications, you only need to connect Apollo to Slack. No additional setup process is required. The notifications appear in the Apollo.io app in Slack.
