Choosing a Slack Channel for Notifications

Open Slack Settings

Go to Settings → Integracoes → Slack. At the top of the page, you will see your connection status, the connected Slack workspace name, and the date the connection was established. A green "Connected" badge confirms that the integration is active and authorized.

If you see a red "Disconnected" badge instead, your OAuth token may have expired or been revoked. Click Reconnect to re-authorize SalesSheet.ai with your Slack workspace. This re-authorization preserves your existing channel and notification settings.

Select a Channel

In the "Notification Channel" section, click the dropdown to open the channel picker. The picker displays all channels that the SalesSheet bot has access to, organized into two groups:

• Public channels (shown with a # icon): Any public channel in your Slack workspace. The bot can post to public channels without being explicitly invited.
• Private channels (shown with a lock icon): Private channels that the SalesSheet bot has been invited to. If you do not see a private channel you expect, invite the SalesSheet bot to that channel first by typing /invite @SalesSheet in the channel.

The channel list is searchable - start typing a channel name to filter the results. This is especially helpful for workspaces with dozens or hundreds of channels.

Select your preferred channel by clicking on it. The dropdown closes and displays the selected channel name. Your selection is not saved until you click Save Changes at the bottom of the page.

Configure Event Toggles

Below the channel picker, a panel of toggle switches lets you choose exactly which CRM events trigger Slack notifications. Each toggle controls a single event type, and a master toggle at the top enables or disables all notifications at once.

The available event types are organized into three categories:

Contato Events:

• Contato Created: A notification is sent whenever any team member adds a new contact to the organization. The message includes the contact name, company, email, and the team member who created it.
• Contato Updated: A notification fires when key contact fields are modified (name, email, company, or job title). Minor updates like adding a note do not trigger this event to avoid noise.
• Contato Deleted: A notification is sent when a contact is removed from the organization, including who performed the deletion.

Opportunity Events:

• Opportunity Created: Triggers when a new deal is added to the pipeline. The message shows the deal name, value, stage, and owner.
• Opportunity Updated: Fires when a deal moves to a different pipeline stage or when the deal value changes. This is one of the most popular notification types because it keeps the whole team informed of pipeline movement.
• Opportunity Deleted: Sends a notification when a deal is removed from the pipeline.

Activity Events:

• Call Logged: Triggers when a team member logs a call against a contact, including call duration and outcome.
• Meeting Logged: Fires when a meeting is recorded in the system.
• Sincronizacao de E-mailed: Sends a notification when an important email is synced via the Gmail integration (only emails flagged by the AI as significant are included to reduce noise).
• Note Added: Triggers when a team member adds a non-private note to a contact.

Most teams start by enabling Contato Created, Opportunity Created, and Opportunity Updated, then gradually enable more event types as they become comfortable with the notification volume.

Sending Notifications as DMs

In addition to channel notifications, SalesSheet.ai can send certain notifications as direct messages to specific team members. This is configured separately from the channel picker and is available under the "Personal Notifications" section below the event toggles.

When personal DM notifications are enabled, each team member receives a direct message from the SalesSheet bot for events that are relevant to them specifically:

• A contact they own receives a new inbound email
• A deal they own moves stages (when updated by another team member or by automation)
• A task assigned to them is approaching its due date
• A colleague mentions them in a contact note

DM notifications are independent of channel notifications. You can have both enabled simultaneously - channel notifications keep the whole team informed, while DMs alert individuals about actions that require their personal attention.

Notification Message Format

SalesSheet Slack notifications use rich message formatting with the following structure:

• A bold header line describing the event (e.g., "New Contato Created" or "Deal Moved to Proposal")
• Key details in a formatted block: contact or deal name, relevant field values, and the team member who triggered the event
• A clickable link that opens the contact or deal directly in SalesSheet.ai
• A timestamp showing when the event occurred

The messages are designed to be informative at a glance without requiring you to leave Slack. If you need more detail, click the link to jump directly to the relevant record in SalesSheet.

Test the Connection

Before saving your configuration, click the Test Connection button. The test performs several checks and displays the results:

• Workspace name: Confirms which Slack workspace is connected
• Bot scopes: Lists the permissions granted to the SalesSheet bot (should include chat:write, channels:read, and groups:read at minimum)
• Member count: Shows the number of members in your Slack workspace
• Channel access: Confirms that the bot can post to the selected channel

If the test succeeds, you will see a green checkmark and a test message will be posted to the selected Slack channel. If the test fails, the error message will indicate what went wrong - typically a missing permission or the bot not being invited to a private channel.

Save Your Changes

Click Save Changes at the bottom of the settings page to apply your channel selection and notification toggle configuration. Changes take effect immediately - the next CRM event that matches an enabled toggle will trigger a Slack notification to the selected channel.

You can return to this settings page at any time to change the channel, adjust which events trigger notifications, or disable notifications entirely using the master toggle.