Slack & Google Chat Notifications

Your team already lives in Slack or Google Chat. These integrations bring lead activity to where you already are.

When something happens — a new message, a booked appointment, a failed delivery — your team sees it instantly. No need to keep another tab open.

Benefits: - Faster response times — See new leads the moment they come in - Team visibility — Everyone knows what's happening without asking - No context switching — Stay in your normal workflow - Mobile alerts — Get notified on your phone through Slack or Google Chat's apps

One webhook URL is all you need to connect.

Here's how to connect Slack:

Step 1: Create a Slack Webhook

1. Go to [api.slack.com/apps](https://api.slack.com/apps) 2. Click Create New App → From scratch 3. Name it "SalesPartner" and pick your workspace 4. In the sidebar, click Incoming Webhooks 5. Toggle Activate Incoming Webhooks to On 6. Click Add New Webhook to Workspace 7. Pick the channel where you want notifications (e.g., #leads) 8. Copy the webhook URL — it looks like: `https://hooks.slack.com/services/...`

Step 2: Add to SalesPartner

1. Open SalesPartner → Settings → Integrations 2. Find Slack 3. Toggle the switch to enable 4. Paste your webhook URL 5. Click Test Connection

If the test works, you'll see a message in your Slack channel.

Here's how to connect Google Chat:

Step 1: Create a Google Chat Webhook

1. Open Google Chat (chat.google.com) 2. Go to the Space where you want notifications 3. Click the Space name at the top → Apps & integrations 4. Click + Add webhooks 5. Name it "SalesPartner" and add an optional avatar 6. Click Save 7. Copy the webhook URL

Step 2: Add to SalesPartner

1. Open SalesPartner → Settings → Integrations 2. Find Google Chat 3. Toggle the switch to enable 4. Paste your webhook URL 5. Click Test Connection

A card will appear in your Google Chat space confirming the connection.

Note: Webhook URLs are specific to one Space. If you want notifications in multiple Spaces, create a webhook for each one.

Notifications include all the info you need at a glance.

New Message Received: - Who sent it (name and phone number) - Who it's assigned to - The message content - A link to view the full conversation

Message Sent: - Who received it - Who sent or scheduled it - The message content - Timestamp

Message Failed: - Contact name and phone - Error reason - Link to retry or investigate

Appointment Scheduled: - Lead name - Meeting time - Quick link to the conversation

Each notification has a button to jump straight into SalesPartner and see the full context.

Notifications happen in real time — within seconds of an event.

When you'll be notified: - The instant a lead sends a message - Right after a message goes out - When scheduled messages are sent - Immediately after an appointment is booked - If a message fails to deliver

What affects timing: Notifications depend on your internet connection and the Slack/Google Chat servers. In rare cases, there might be a delay of a few seconds.

Batch notifications? No. Each event triggers its own notification. If three leads text you in a row, you'll get three separate alerts. This ensures you never miss anything.

Not seeing notifications?

1. Check the toggle — Is the integration enabled in Settings → Integrations?

2. Verify the webhook URL — Paste it again carefully. Extra spaces or missing characters break it.

3. Check the channel/Space — Are you looking at the right place? Webhooks send to one specific destination.

4. Test the connection — Click Test Connection in SalesPartner. If it fails, the webhook URL is invalid.

5. Check notification preferences — In Settings, you can choose which events trigger notifications. Make sure the events you want are enabled.

6. Slack app permissions — If your Slack workspace has restrictions, an admin might need to approve the webhook.

Webhook expired? Webhook URLs don't expire, but they can be deleted. If someone removes the webhook from Slack or Google Chat, you'll need to create a new one.

Too many notifications? Adjust your notification preferences to only receive the events you care about. You can turn off message-sent notifications, for example, if you only want to know about incoming leads.