Slack Integration

Slack is a team communication tool that allows you to publicly and privately chat with your teammates, share files, and receive notifications in different channels. CallRail’s integration with Slack makes it possible to receive alerts in Slack when calls, text messages, and form submissions are received by your tracking numbers.

Use this article to learn how to:

  • Find or create the Slack channel where you’d like to see CallRail notifications
  • Integrate CallRail with Slack

Getting Started

To send data to Slack from CallRail, you’ll need:

  • Your incoming webhook URL from Slack
  • An active room in Slack where you’d like for notifications to appear

Choosing a Slack Channel

  1. Navigate to your Slack integration settings by going to the URL [YourTeamName].slack.com/apps/build/custom-integration.



  2. Under DIY Integrations & Customizations, select Incoming Webhooks.



  3. Choose or create a Slack channel to receive the inbound notifications. Then, select Add Incoming Webooks Integration.



  4. Copy the webhook URL on the next page. You’ll paste the webhook URL in CallRail in the next set of instructions to set up your integration.



Integrating with Slack

CallRail’s integration with Slack is company-dependent in your account. Follow the instructions below for each company you’d like to integrate with Slack.

  1. Choose the company you’d like to integrate with Slack.



  2. Click Settings at the top of the page.

    screenshot_248.png

  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Activate on the Slack integration option.



  5. Enter the Slack webhook URL you copied from the first set of instructions.



  6. Click Save to activate your integration.



Disabling Slack Integration

Disabling a company's integration with Slack will prevent your call notifications from appearing in your Slack rooms. We'll keep your Slack credentials saved in case you'd like to re-activate your integration in the future.

  1. Choose the company whose integration you'd like to disable.



  2. Click Settings at the top of the page.

    screenshot_248.png

  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Configure on the Slack integration option.



  5. Select Disable Integration on the right side of the page.



  6. Click Disable to turn off your Slack integration.



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