Slack Integration with Partnerplace

The Slack integration allows you to receive real-time notifications in your Slack workspace when new leads are added to Partnerplace. This keeps your team informed and enables quick responses to new opportunities.

Prerequisites

Before setting up the integration, ensure you have:

• Administrative access to your Slack workspace
• Access to Partnerplace with integration permissions
• The Slack channel where you want to receive notifications

Setting Up the Integration

Step 1: Connect Partnerplace to Slack

1. Navigate to your Partnerplace integrations settings in Admin Panel
2. Locate the Slack Integration section
3. Click the Connect button to initiate the OAuth process
4. You will be redirected to Slack's authorization page

Step 2: Authorize the Partnerplace Bot

1. Review the list of permissions (scopes) that the Partnerplace bot will require:
   • Content and info about you
   • Content and info about channels & conversations
   • Perform actions in channels & conversations
2. Click Allow to grant these permissions
3. The Partnerplace bot will be automatically added to your Slack organization

Step 3: Configure Channel Selection

1. After authorization, you'll return to Partnerplace
2. You'll see a list of your available Slack channels

3. Select the channel where you want to receive Partnerplace notifications

   

   
   

Step 4: Invite the Bot to Your Channel

This is a crucial step that must be completed manually in Slack:

1. Open your selected Slack channel
2. Type the following command: /invite @Partnerplace
3. Press Enter to add the bot to the channel

Important: Without completing this step, notifications will not be delivered to your channel.

How It Works

Once the integration is properly configured:

• New leads added to Partnerplace will automatically trigger notifications in your selected Slack channel
• Team members in the channel will be instantly notified of new opportunities
• Notifications include relevant lead information for quick assessment

Managing Your Integration

Checking Integration Status

Your integration status is displayed at the top of the Slack integration settings. When properly configured, it will show as Active.

Changing Notification Channels

To change which channel receives notifications:

1. Return to the Slack integration settings in Partnerplace
2. Select a different channel from the dropdown menu
3. Remember to invite the Partnerplace bot to the new channel using /invite @Partnerplace

Disconnecting the Integration

If you need to stop receiving notifications:

1. Click Disconnect Slack in the integration settings

2. This will disable all notifications but preserve your configuration for future use

   

   
   

Troubleshooting

Not Receiving Notifications?

• Verify the integration status shows as Active
• Ensure you've invited the Partnerplace bot to your selected channel
• Check that the correct channel is selected in your settings

Bot Not Responding to Invite?

• Confirm the OAuth authorization was completed successfully
• Try disconnecting and reconnecting the integration
• Verify you have administrative permissions in both Slack and Partnerplace

Channel Not Listed?

• Ensure you have access to the channel in Slack
• Private channels may require additional permissions
• Try refreshing the integration settings page

For additional support with your Slack integration, contact our support team at support@partnerplace.io or refer to our help documentation.