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Slack Integration

Route PartnerSignals co-sell signals directly to your Slack workspace.

What You Get

  • Real-time signal notifications posted to a Slack channel of your choice
  • Formatted signal cards with partner, account, opportunity, and recommended action
  • Action buttons to mark signals handled or request a partner intro without leaving Slack
  • Configurable routing — different signal types to different channels

Setup

Step 1 — Connect Slack

  1. Go to Settings → Integrations → Slack in the portal
  2. Click Connect to Slack
  3. Authorize PartnerSignals in your Slack workspace (requires workspace admin)
  4. Select the default channel for signal notifications (e.g. #partner-signals)
  5. Click Save

Step 2 — Configure Routing Rules

After connecting, set up routing rules to send different signal types to different channels:

Signal Type Suggested Channel
Co-Sell #partner-cosell or #partner-signals
Overlap #partner-signals
Pre-Intent #partner-intelligence

To add a routing rule: click Add Rule, select the signal type, choose a channel, click Save.

Step 3 — Test the Connection

Click Send Test Signal to post a sample signal card to your default channel. Verify it appears and that the action buttons are clickable.

Signal Message Format

Each signal posted to Slack uses this format:

🟡 New Co-Sell Signal — Acme Corp

Partner:      CloudCo (Solution Provider)
Opportunity:  Acme Corp Q3 Expansion · $240,000 · Proposal stage
Partner Touch: Intro call logged 2 days ago
Attribution:   Co-Sell (estimated 35% weight)

Recommended: Sync with CloudCo rep this week

[View Details]  [Mark Handled]  [Request Intro]

Signal type indicators:

  • 🟡 Co-Sell Signal
  • 🔵 Overlap Signal
  • 🟣 Pre-Intent Signal

Action Buttons

Button Action
View Details Opens the signal detail page in the portal
Mark Handled Closes the signal with no specific action logged
Request Intro Queues a partner intro request; your partner manager is notified

Notification Preferences

Team members can configure their own notification preferences in Settings → Notifications:

  • Receive DMs for signals assigned to you
  • Opt out of channel notifications while keeping portal access
  • Set quiet hours (signals still appear in the feed, Slack posts are delayed)

Troubleshooting

No signals appearing in Slack

  • Verify the Slack connection is active in Settings → Integrations → Slack
  • Check that the target channel exists and PartnerSignals has permission to post
  • Confirm at least one routing rule is configured
  • Check if signals are appearing in the portal feed — if not, the issue is upstream of Slack

Duplicate notifications

  • Check for multiple routing rules that match the same signal type
  • Each signal type should appear in exactly one routing rule

Action buttons not working

  • Ensure your Slack workspace is on a plan that supports interactive messages (Free, Pro, Business+, Enterprise)
  • Re-authorize the Slack connection in Settings → Integrations → Slack