Slack Integration

Keep prospect communication in one place by getting Upscale notifications on Slack.
Written by Upscale
Updated 11 months ago

Stay updated with everything essential by getting all Upscale notifications delivered to Slack — the most commonly used communication application. Upscale now has a native integration with Slack. 

The initial setup for integrating Slack with Upscale has to be done by your Admin.

Note: You only get Upscale notifications on Slack but cannot reply or take action. You can redirect from Slack to Upscale to take action.

Here are the steps for Slack integration:

  • Admin needs to Log in to Upscale 
  • Go to Settings > Plugins > Slack 
  • Turn on the toggle to enable Slack integration 
You can connect only one workspace at a time. And ensure Upscale and Slack have the same email address to sync.
  • Select your workspace 
  • Click on Allow to proceed with the integration
  • Save Upscale & Slack user mapping 
  • Slack is connected to Upscale. You will now receive all selected Upscale notifications on Slack. 

Note: If you can't find Upscale automatically on Slack, you need to go to Slack > Apps > Select Upscale

Each user can select and manage the notifications they want to receive on Slack. 

  • Go to Settings > You > Notifications
  • Select the Upscale notifications you want to receive on Slack 

Note: If the admin locks a user, then the Slack user mapping is removed, and Slack notifications will be disabled. 

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