Slack
NativeConnect EmacronAI CRM to Slack to receive real-time notifications in your team channels โ new leads, deal updates, campaign completions, and conversation alerts.
Prerequisites
- 1A Slack workspace where you have permission to add apps
- 2EmacronAI CRM workspace with admin or owner role
- 3If your Slack workspace requires admin approval for app installs, contact your Slack Workspace Owner first
Step-by-step setup
- 1
Create a Slack App
Go to api.slack.com/apps and sign in to the Slack workspace you want to connect.
1. Click Create New App โ Blank app
2. Enter App Name: EmacronAI CRM
3. Select your Development Workspace
4. Click Create App
Important: Choose Blank app โ do not select the AI Agent or Starter App templates. - 2
Add the Required Permissions
After the app is created, open OAuth & Permissions โ scroll to Scopes โ Bot Token Scopes โ click Add an OAuth Scope and add these four permissions:
chat:write channels:read channels:join links:write
chat:writeโ Send messages as @EmacronAI CRMchannels:readโ View basic info about public channelschannels:joinโ Join public channels automaticallylinks:writeโ Show rich previews of EmacronAI CRM links in messagesDo not add additional scopes unless EmacronAI CRM specifically requires them.
- 3
Install EmacronAI CRM in Slack
Still on the OAuth & Permissions page, find OAuth Tokens for Your Workspace and click Install to Workspace.
1. Review the permissions โ click Allow
2. Slack will display a Bot User OAuth Token
3. Click Copy โ the token starts with
xoxb-xoxb-xxxxxxxxxxxx-xxxxxxxxxxxx-xxxxxxxxxxxxxxxx
Keep this token private. It gives EmacronAI CRM access to the permissions you granted. Treat it like a password. - 4
Connect Slack to EmacronAI CRM
Go back to EmacronAI CRM โ Settings โ Integrations โ Slack.
Open Integrations settings โ1. Paste your Bot User OAuth Token (
xoxb-...) into the Slack token field2. Click Connect
3. EmacronAI CRM will verify the token live before saving
- 5
Add EmacronAI CRM to a Channel
After connecting, open the Slack channel where you want EmacronAI CRM to send notifications. In the message box, type:
/invite @EmacronAI CRM
Press Enter. If Slack asks you to select the app, choose EmacronAI CRM.
โ Slack Connected
When everything is complete, EmacronAI CRM will show ๐ข Slack Connected. You can now receive notifications in your connected Slack workspace.
Required scopes
| Scope | Purpose | Required |
|---|---|---|
chat:write | Send messages as @EmacronAI CRM to channels it's been invited to | Yes |
channels:read | View basic information about public channels in the workspace | Yes |
channels:join | Join public channels automatically when needed | Yes |
links:write | Show rich URL previews for EmacronAI CRM links posted in messages | Yes |
What gets sent to Slack
| Event | Slack message sent |
|---|---|
| New lead created | ๐ฏ New lead: Raj Sharma โ raj@acme.com โ Source: Website |
| Deal won | ๐ Deal won: Acme Corp โ โน45,000 โ Closed by Harsh |
| Deal lost | โ Deal lost: XYZ Ltd โ follow-up scheduled |
| Campaign completed | ๐ง Campaign "Sept Offer" sent to 1,240 contacts |
| OTP delivered | ๐ OTP sent to +91 98765 43210 โ delivered |
Troubleshooting
Bot not posting messages
Make sure the bot has been invited to the channel. In the channel, type /invite @EmacronAI CRM and press Enter.
"channel_not_found" error
The bot needs the channels:join scope and must be manually invited to private channels. Public channels are joined automatically.
Token invalid after reinstall
When you reinstall a Slack app, a new token is issued. Update the token in EmacronAI CRM โ Settings โ Integrations โ Slack โ paste the new xoxb- token โ Save.
"Install to Workspace" is unavailable
Your Slack workspace requires administrator approval for new app installs. Ask your Slack Workspace Owner or Admin to approve the EmacronAI CRM app.
Missing links:write scope โ previews not showing
Go to api.slack.com/apps โ select your EmacronAI CRM app โ OAuth & Permissions โ Bot Token Scopes โ Add links:write โ reinstall the app to update permissions.
Quick reference
Slack API โ Create New App โ Blank app โ name: EmacronAI CRM โ OAuth & Permissions โ Bot Token Scopes โ add chat:write, channels:read, channels:join, links:write โ Install to Workspace โ Allow โ copy xoxb-... โ paste into EmacronAI CRM โ Connect โ /invite @EmacronAI CRM