Slack Integration
The Slack integration does three jobs: your team and your partners can register leads without leaving Slack, partner conversations in Journeybee can be mirrored into a Slack channel so replies happen where your team already works, and notification rules can post into Slack when something needs attention.
Where to find it: Go to Settings, then Integrations. Slack sits under the Communication section.
Who can use this: An admin connects Slack. After that, your team and your partner contacts can submit leads — Journeybee matches them by the confirmed email address on their Slack profile, so partners in a shared Slack Connect channel work too. Linking a conversation to a Slack channel is admin-only and is done from the conversation itself in Messages.
Before you start
You need permission to install apps in your Slack workspace. Some workspaces restrict this to Slack admins, so ask them to approve the install if yours does.
Decide which channels you want partner conversations mirrored into. A channel per partner works well; a single shared channel gets noisy fast.
Connecting Slack
Go to Settings, then Integrations, and click the Slack card.
Click Connect. You are sent to Slack to authorise the app.
Choose the workspace and approve. You come back to Journeybee with the integration connected.
Creating leads from Slack
Your team and your partner contacts can register a lead from Slack, through the Journeybee shortcut in Slack's actions menu or the Journeybee slash command. Journeybee works out who is submitting by the confirmed email address on their Slack profile: a member of your team gets the team form, and a contact on one of your partnerships — including a partner in a shared Slack Connect channel — gets the partner form. Anyone else is told they are not set up in Journeybee for this company.
The team form has three steps:
Select Partner: search for the partner the lead belongs to.
Lead details: company name and the prospect's contact details. Fields hidden in your company's field settings do not appear, and required fields must be filled in. On a referral partnership, Lead Direction sits at the top: whether the lead is coming from the partner or going to them.
Custom fields: the fields your programme collects on a lead. Your field rules apply here too, so answering one question can reveal another — a follow-up step appears when it does. This step also offers to post the created lead to a channel: pick any public or private channel, or leave it unset.
Submit Lead creates the lead in Journeybee, attached to that partner, exactly as if it had been entered in the app. The confirmation links straight to the lead, and a New lead post lands in the channel you picked. If the post cannot be delivered — usually because the app is not in the channel — the lead is still saved and the confirmation explains what to do. Leads can only be posted to channels, never to a direct message.
The partner form is shorter. A partner picks their partnership (skipped when they only have one), gives the lead's details and the custom fields their partner type uses, and — for partners who sell through a channel — names the linked partner to file the lead under; a distributor must name its reseller. The lead is credited to their partnership and assigned to them, and, when the form was run from a channel, the New lead post goes back to that channel. A partner who has not accepted their portal invitation is asked to accept it first, and where their partnership requires a quote they create the lead in the portal instead. See Creating Leads for the other ways leads arrive.
Mirroring partner conversations
A partner conversation in Journeybee can be linked to a Slack channel so the conversation runs in both places. Each conversation can be linked to one Slack channel, and each channel to one conversation.
Open Messages from the navigation bar and select the partner conversation.
Click Connect Slack beneath the conversation header. This button only appears for admins, and only while the conversation has no channel linked yet.
In the Connect a Slack channel dialog, pick the channel from the Slack channel list or search for it. Channels marked (Already connected) are linked to another conversation and cannot be chosen.
Click Connect. The linked channel then shows beneath the conversation header.
For a private channel, invite the Journeybee app to that channel in Slack first. If the app cannot join the channel, the connection is not saved and Journeybee asks you to invite the app and try again.
Once linked:
Messages posted in Journeybee appear in the Slack channel, and messages posted in Slack appear in the Journeybee room.
Edits and deletions made in Slack are reflected in Journeybee.
Files shared in Slack come across as attachments on the Journeybee message. Files attached to a message in Journeybee are not sent to Slack; only the message text is.
Messages from bots and apps are ignored, which is what stops Journeybee's own posts bouncing back round the loop.
Senders are matched by email. Replies from your team or a partner contact show under their Journeybee name. Messages from anyone Journeybee cannot match appear under their Slack display name, marked (via integration).
To unlink a channel, click the cross next to the channel name beneath the conversation header and confirm Disconnect. The conversation history stays in Journeybee, and you can link a different channel afterwards.
Notifications in Slack
Notification rules can deliver to a Slack channel instead of, or as well as, email. That suits things the whole team should see, like a new lead registered by a partner or a deal reaching a stage. Choose Slack as the destination and pick the channel when you build the rule. See Notifications.
If Slack rejects a delivery, usually because the bot was removed from the channel or the channel was archived, the rule records the error so you can spot it and fix the channel.
Troubleshooting
Messages are not appearing in a private channel. The Journeybee bot has to be a member. Invite it to the channel in Slack, then post again.
The channel I want is not in the list. Very new channels can take a moment to appear, so try searching by name. Archived channels are not offered. If a channel is greyed out as (Already connected), disconnect it from the other conversation first.
Slack messages stopped reaching Journeybee. Check the bot is still in the channel and that the channel has not been archived or renamed away from the linked one. Disconnect and reconnect the channel from the conversation in Messages if needed.
The lead form will not open. The integration has to be connected for your company, and you have to be in the workspace it was connected to. Ask an admin to confirm the connection under Settings, then Integrations.
Someone sees “You're not set up in Journeybee for this company”. The email address on their Slack profile matches no Journeybee user or partner contact — or Slack has not confirmed that address. Check the email on their Slack profile, then add them to your team or as a contact on a partnership.
The lead was created but nothing posted to the channel. The app can only post to channels it belongs to. Invite the Journeybee app to the channel in Slack and future leads will post there; the lead itself is already saved and linked from the confirmation screen.
Journeybee's own messages are not coming back into Journeybee. That is deliberate: app and bot messages are ignored to prevent an endless echo between the two systems.
I cannot see a Connect Slack button. Only admins can link or unlink channels, and the button is hidden once a channel is linked. If it reads that you should connect a communication integration, Slack is not connected for your company yet.
Nothing works after someone left the company. The Slack connection belongs to the workspace, not the person, but if the app was removed in Slack an admin needs to reconnect it from the integration card.
Good to know
Both public and private channels can be linked. Private ones just need the bot invited.
Leads created from Slack are ordinary leads: they show in the Leads page, count in reporting, follow your custom field rules, and are recorded with Slack as their source.
Disconnecting Slack stops the mirroring and the notifications, but never deletes messages or leads on either side.
Microsoft Teams message mirroring is not available yet.
For the other tools you can connect, see Integrations.