Please Note: that this guide goes through some technical aspects of APIs.
Creating a Slack Bot
First you need to create a slack bot, you can do so over here:
https://api.slack.com/apps?new_app=1
Click from Scratch, and give your app a name and connect to your workspace.
Now set your permissions
Head to Incoming Webhooks
Activate Incoming Webhooks - with the toggle in the top right
Click to add new webhook to workspace
select your channel or group - this has to be already created
and ensure you click allow.
Copy Your Webhook URL
Now you'll see something similar to below. click to copy your webhook URL
Top Tip: For testing purposes we recommend sending these initially as a DM to yourself
Setting up a Forwarder
With your webhook URL, we're now going to set up a standard Databowl Forwarder.
The url should be something like this:
Mapping
We now need to setup the data to be delivered.
Head to mapping and add a new Custom Format field.
The Output Param should be text
The Input is where you set your message eg:
This one will deliver a notification mentioning the whole Channel that a new lead has landed
<!channel> A new Lead has landed
And with our custom format field, you can forward lead data - tho remember GDPR and Data Protection Regulations when including anything personally identifiable.
eg, this passes a field called Company and one called how did you hear
<!channel> A new lead: %Company% - %how_did_you_hear%
and this would send a link to view the lead (remember to change your instance URL)
<!channel> A new lead: https://instance.databowl.com/leads/%leadid%
Test And Enable
Now test the forwarder, and enable and then test the full flow.
You should now be receiving notifications in slack.
🚀 Need More assistance?
If you're stuck or if this isn't something you or your team is comfortable with, then please open a new chat/ticket (chat icon in the bottom right of the screen) or email support@databowl.com.
We're here to assist with any questions you have, and if required we can quote on actioning work like this for as part of our Marketing Services.