Slack Integration
import { Aside } from ‘@astrojs/starlight/components’;
What it will do
Section titled “What it will do”The Slack integration sends real-time CRM notifications to your Slack channels, keeping your team informed without leaving their chat app.
Planned features
Section titled “Planned features”- Deal alerts: get notified in a sales channel when deals move stages, are won, or are lost
- Task assignments: receive a DM when a task is assigned to you
- Record mentions: get notified when someone mentions you in a CRM note or activity
- Custom notifications: choose which events trigger Slack messages and which channels receive them
- Interactive messages: approve actions, update statuses, or add notes directly from Slack
How it will work
Section titled “How it will work”- Go to Settings > Integrations > Slack
- Click Connect to Slack
- Authorize HARi in your Slack workspace
- Choose a default notification channel
- Configure which events to send and where
Current alternative: Slack via Zapier
Section titled “Current alternative: Slack via Zapier”You can send HARi notifications to Slack today using Zapier:
- Create a HARi workflow with a webhook action (see Zapier integration)
- In Zapier, catch the webhook and add a Slack > Send Channel Message action
- Format the message with deal name, stage, amount, and owner
- Choose the Slack channel
This works well for simple notifications. The native integration will add interactive messages and richer formatting.
Example notifications
Section titled “Example notifications”- #sales: “Deal ‘Acme Corp Renewal’ moved to Negotiation. Amount: HK$45,000. Owner: Sarah.”
- DM to John: “New task assigned: Follow up with Wiresk. Due: April 5.”
- #wins: “Deal WON: ‘BigCorp Enterprise’ - HK$120,000. Congrats team!”
Request early access
Section titled “Request early access”Want to be notified when the Slack integration launches? Contact us to join the early access list.