The Slack integration posts a notification to your chosen channel every time a new lead is captured in Swopi — from a scanned business card, a web-card form, or a contact added manually. Your team never misses an opportunity.
Slack is a notification, not a CRM — Swopi doesn't create any contact in Slack, it just posts a clear "New lead" message. The connection is native OAuth — sign in with Slack and allow access, no tokens.
#Overview
| Target | Slack (a chosen channel) |
| Connection | Native OAuth (Slack sign-in) |
| What happens | A "New lead captured" message is posted (name, email, phone, company) |
| Trigger | Automatically on a new lead (card, web, or manual) |
| Availability | Swopi Teams plan, configured by the administrator |
#Prerequisites
- the Swopi Teams plan and the administrator role,
- a Slack workspace where you're allowed to add an app.
#How to connect
Dashboard → Integrations → Slack:
- Click Connect Slack → sign in with your Slack workspace.
- On the Slack screen allow access (Allow).
- You're returned to the configuration — now pick a channel for notifications.
- Save. Done — the next lead posts the first message.
#Settings
| Option | Description |
|---|---|
| Notification channel | Choose from your workspace's public channels. Messages are posted here. |
| Automatic notifications | A message is posted right after a lead is captured. Turn off to pause temporarily. |
To post notifications to a private channel, invite the Swopi app to it with this command run inside that channel:
/invite @Swopi
#What's in the message
The message uses clean formatting (Block Kit):
- a header 🎯 New lead captured,
- name, email, phone, company,
- who captured the lead and when,
- a View in Swopi button linking to your leads in the dashboard.
#How it works
- A new lead from a card / web / added manually → Swopi posts a message to the chosen channel.
- Use Send test notification to verify the connection any time.
- Leads from a web card and added manually in the dashboard trigger notifications automatically.
- Everything is logged in Sync Logs (success/error).
#Troubleshooting
| Symptom | Resolution |
|---|---|
| "Access wasn't granted" | Sign in with Slack again and allow access (Allow). |
| The test/notification didn't arrive | Verify a channel is selected and automatic notifications are on. |
| Messages to a private channel don't arrive | Invite the Swopi app to that channel (/invite @Swopi), or pick a public channel. |
| "Connection waiting to activate" | The one-time Swopi setup hasn't finished yet (activates shortly after deploy). |
#Disconnecting
In Integrations → Slack click Disconnect — access is removed and notifications stop; the tile returns to "Set up".
Integration contact: support@swopi.co