Slack

Create partner leads and sync partnership messages with Slack

Setup

1. Login to your Journeybee account and go to settings then integrations

2. Select Slack and click “Connect”. This will take you to a new window where you will be asked to login to your Slack workspace and enable the Journeybee integration.

   

Create Partner Leads From Slack

Use the/journeybeeslash command or the global shortcut "Submit Lead" to quickly create new partner leads directly from any Slack channel or direct message.

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How it works

• In Slack, type /journeybee or select "Submit Lead" global shortcut in any channel or direct message to create a new partner lead

• You will then go through 3 steps

  1. Select a partner and then the direction of the lead (sent, received or reseller)

     

  2. Enter the lead details

     

  3. Select the Slack channel to post a message linking to the lead and fill out your partners custom fields (if there are any) and click "Submit Lead"

     

  After submitting the lead, it will be created in Journeybee and you will receive a confirmation message in Slack linking directly to the lead

Two Way Message Sync

Connect your Journeybee partnership message rooms to Slack channels for real-time bi-directional synchronisation.

How it works

• Select a partnership message room in Journeybee and connect it to a specific Slack channel

• Messages typed in the connected partnership message room in Journeybee will automatically appear in the linked Slack channel

• Messages sent in the connected Slack channel will appear in the partnership message room in Journeybee

• Updates and deletions are synced in real-time between both platforms

• Attachments can be sent from Slack to Journeybee, but not from Journeybee to Slack

Requirements and Notes

• You must be a member of the Slack workspace to create leads or participate in message sync

• If a Slack user does not have a Journeybee account, they will automatically be created as an indirect user. Indirect users cannot log in or access Journeybee but can access your Partner Portals and can still create leads and participate in message sync through Slack

• The integration cannot update you on leads sent in private channels or direct messages

• For the message sync, attachments added to messages In Slack are not currently supported.

Contact Us

If you have any questions or need help with the installation, please reach out to support@journeybee.io or via our in app support.