๐Ÿ’ฌ

Slack

Native

Connect EmacronAI CRM to Slack to receive real-time notifications in your team channels โ€” new leads, deal updates, campaign completions, and conversation alerts.

Native integration: Built directly into EmacronAI CRM. No Zapier required. Set up in under 5 minutes.

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. 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. 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:write โ€” Send messages as @EmacronAI CRM

    channels:read โ€” View basic info about public channels

    channels:join โ€” Join public channels automatically

    links:write โ€” Show rich previews of EmacronAI CRM links in messages

    Do not add additional scopes unless EmacronAI CRM specifically requires them.

  3. 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. 4

    Connect Slack to EmacronAI CRM

    Go back to EmacronAI CRM โ†’ Settings โ†’ Integrations โ†’ Slack.

    1. Paste your Bot User OAuth Token (xoxb-...) into the Slack token field

    2. Click Connect

    3. EmacronAI CRM will verify the token live before saving

    Open Integrations settings โ†’
  5. 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.

    โœ… Slack Connected

    When everything is complete, EmacronAI CRM will show ๐ŸŸข Slack Connected. You can now receive notifications in your connected Slack workspace.

Required scopes

ScopePurposeRequired
chat:writeSend messages as @EmacronAI CRM to channels it's been invited toYes
channels:readView basic information about public channels in the workspaceYes
channels:joinJoin public channels automatically when neededYes
links:writeShow rich URL previews for EmacronAI CRM links posted in messagesYes

What gets sent to Slack

EventSlack message sent
New lead created๐ŸŽฏ New lead: Raj Sharma โ€” raj@acme.com โ€” Source: Website
Deal won๐Ÿ† Deal won: Acme Corp โ€” โ‚น45,000 โ€” Closed by Harsh
Deal lostโŒ Deal lost: XYZ Ltd โ€” follow-up scheduled
Campaign completed๐Ÿ“ง Campaign "Sept Offer" sent to 1,240 contacts
OTP delivered๐Ÿ” 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