πŸ“’ MAJOR ANNOUNCEMENT πŸ“’

We have some great news for you today… Our Slack integration is live!

Just in case you are not aware … Slack is a channel-based messaging platform which allows people to work together more effectively, connect all their software tools and services (including Platformly), and find the information they need to do their best work β€” all within a secure, enterprise-grade environment. πŸ‘Œ

In short, our Slack integration allows you to perform a number of actions in Platformly such as creating a new contact or creating a new deal, directly from your Slack Channel via a command or shortcut.

That's not all… You can also send periodic notifications to your Slack Channel and notify your team members on Slack when something happens using Platformly's Automations or Automation Rules.

How to connect Platformly to Slack

Slack Integration

  • Click on the “Connect Slack Account” button
  • Follow Slack's on-screen instructions

Once this is done, use the /ply connect command in Slack to connect a Platformly Project to a specific Slack Channel.

Project / Channel Connection

Please note that you can connect multiple Slack Workspaces and Channels to Platformly.

Slack Workspaces & Channels

Slack Commands

As mentioned in our introduction, our integration allows you to perform a number of actions in Platformly directly from your Slack Channel via a command.

Here is the list of commands that you can use:

Slack Commands

For example, if you use the /ply create [email] command, this form will appear in Slack:

Create Contact

If you use the /ply create deal [email OR ‘deal title'], this form will appear:

Create Deal

If you use the /ply view [email] command, this information will appear:

View Contact

If you use the /ply data-emails [period] command, this information will appear:

Email Data

You get the idea…

Slack Shortcuts

You can also perform several actions using shortcuts, which are located in the “More actions” menu, next to each message in your Slack Channel.

Slack Shortcuts

Report Notifications

You can send periodic report notifications to your Slack Channel.

For example, you could send a notification with contact information every X number of days or weeks.

Report Notifications

As you can see in the screenshot above, you can choose to send the notification to a Slack channel, as well as to an email address.

Automation Notifications

You can also notify your team members on Slack when something happens using Platformly's Automations or Automation Rules.

Automations

We added a “Slack Notification” action to our Automation builder, which means you can send a notification to a specific Slack Channel when a trigger is fired.

For example, you could send a notification when a contact is added to a specific segment, as shown below:

Automation Notification

This is how the notification looks like in Slack:

Slack Notification

Automation Rules

We also added a “Slack Notification” option to Automation Rules, so you can send a notification to a Slack Channel when something happens:

Automation Rule Notification

This is how the notification looks like in Slack:

Slack Notification

Slack Integration – Demo Video

REMINDER: This is included in your Platformly membership, at no extra cost! 🀩

Click here to log in and check out our Slack integration…

Not a member yet? Sign up now… If you have questions, feel free to leave a comment below. We would love to hear from you πŸ˜€

Remember you can also find us on Facebook, Twitter, and LinkedIn.

About Author

Chief Operating Officer of Platform.ly, a platform made for busy online business owners focused on growth: Business Dashboards, Link Tracking, CRM, Lead Capture, Messaging, Marketing Automation, Reporting... Hobbies include traveling, fishing and basketball. I would love to hear from you so don't hesitate to leave a comment below!

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