Warmly partners with Slack to enable your team to receive real-time notifications in Slack channels whenever visitors come to your website. Utilizing segments, your team is able to filter out unimportant notifications from low intent or non-ICP sessions, and prioritize Slack notifications for the website visits that you care most about.
Step 1: Create a new Slack channel for notifications
Step 2: Name the Slack channel
For a basic, catch-all Slack channel, Warmly recommends warmly-general-leads
For a specific rep's Slack channel notifying them when their accounts are on the website, Warmly recommends warmly-johns-accounts
For a specific rep's Slack channel notifying them when accounts in their territory are on the website, Warmly recommends warmly-johns-territory
For a greenfield ICP channel notifying your team when net new accounts in your ICP visit the website, Warmly recommends warmly-greenfield-ICP
Step 3: Integrate the Slack channel in Warmly
Note: If this is your first Slack channel, you will select 'Get Started'
Note: To add additional Slack channels, select 'Add another integration'
Step 4: Finish the integration by searching for your Slack channel
Note: Ensure you are logged into the correct Slack org in the top right of your screen
Step 5: Implement proper segments to filter your Slack notifications
Note: By default, we will notify you for all identified sessions; adjust to fit your needs
Note: Use your Warmly CSM to ensure you have set up your segments properly
This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]