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Set up Slack notifications

Learn how to automatically send notifications about conversations and tickets from Intercom to specific Slack channels using Workflows.

Dawn avatar
Written by Dawn
Updated over 3 weeks ago

Intercom's native Slack integration automatically sends updates from Intercom conversations and tickets directly to your team's channels. It's the perfect way to keep everyone aware of critical events in real-time, like new conversations from VIPs, tickets requiring urgent attention, or interactions with negative sentiment.

Go beyond simple alerts by combining the flexibility of Workflows with our Notify in Slack action. You can build a custom notification system that gives your team true visibility into the moments that matter most. This guide will walk you through best practices and common use cases to get you started.

Note: This article covers sending one-way notifications to Slack. If you want to learn how to have two-way conversations with customers in Slack, see our full guide on how to Connect your Slack channel.


Plan your notification strategy

Before building anything, it's best to decide what events are truly important for your team to see in Slack. A good notification should be both timely and actionable.

Identify high-signal events

Think about the key moments in the customer journey where immediate team awareness can make a difference. These are perfect triggers for a Slack notification.

Consider creating notifications for:

  • A new conversation from a VIP or enterprise-level customer.

  • A conversation that receives a negative CSAT score.

  • A ticket that is assigned to a specific escalation team.

  • A new lead from a user on your pricing page.

  • A conversation that contains keywords like "urgent," "cancellation," or "complaint."

Choose the right channel

To avoid overwhelming your main channels, send targeted notifications to dedicated ones. This ensures that the alerts are seen by the teammates who need them without creating noise for everyone else.

For example, you could set up:

  • #support-escalations for urgent tickets and negative sentiment.

  • #sales-leads for new conversations from high-value prospects.

  • #product-feedback for conversations tagged with feature requests.

  • #vip-accounts for all activity from your most important customers.


Getting started

Before you can set up a Slack notification workflow, you need to connect your Slack workspace and add the Intercom app to the channels you want to send notifications to.

If you haven't done this yet, a teammate with permission to manage integrations can set it up by going to Settings > Channel > Slack and clicking connect Slack workspace.

Step 1: Add the channel to Intercom

First, make sure the channel you want to use is connected to your Intercom workspace.

For public channels

  1. Click the menu (···) beside a connected Slack workspace, then select the Add channels tab.

  2. In the window that appears, search for and select the channel(s) you want to add.

  3. Click Add channels to save.

The channel will now appear in your Connected Slack channels list.

For private channels

  1. Open your private channel in Slack.

  2. Type @intercomapp and send the message.

  3. Slackbot will show you a prompt that the app isn't in the channel. Click the Add them button.

Once the Intercom app has been added, the private channel will automatically appear in your Connected Slack channels list back in your Intercom settings.

Step 2: Set the channel's purpose for notifications

To make a channel available for notifications in workflows, you must first define its purpose in your Slack settings.

  1. Under the Connected Slack channels list, find the channel you want to use and click the menu (···) on the right.

  2. Select Channel settings.

  3. Under "Channel Purpose", select Post Slack notifications only. This ensures the channel is used for posting notifications without triggering new Intercom conversations.

  4. Click Save.

This tells Intercom that the channel should be used for one-way notifications from Intercom, not for creating new conversations from Slack messages.

Note: Only channels with their purpose set to Post Slack notifications only will appear in the channel selector when you add a "Notify Slack" step in a Workflow.


Add a notification step to a workflow

Once your channel is configured, you can use it in a workflow.

  1. Create a new workflow or edit an existing one.

  2. Click + Add step and select the Notify Slack action.

  3. From the Select channel dropdown, choose the channel you want to post the notification to. Channels will be grouped by their Slack workspace name.

  4. Once selected, click Done.

Now, when a conversation or ticket matches the entry rules for your workflow, a notification will automatically be posted to the selected Slack channel.

Note: You can also use the Notify Slack action in legacy Inbox Rules.


Common use cases

Here are a few practical examples of Workflows you can build to keep your team informed.

Notify account managers about their key accounts

Give your account managers immediate visibility when their customers need help. This allows them to proactively engage and provide a white-glove experience.

  • Goal: Alert an account manager when one of their customers starts a conversation.

  • Trigger (Entry rules): New conversation from users where Company > Account owner is [Teammate's name].

  • Action: Notify Slack to the #account-managers channel.

Escalate conversations with negative sentiment

Quickly bring difficult conversations to the attention of a support lead or manager. This allows them to step in and help turn a negative experience into a positive one.

  • Goal: Alert leadership to conversations that are at risk.

  • Trigger (Entry rules): A conversation's sentiment is updated where Conversation data > Sentiment is Negative.

  • Action: Notify Slack to the #support-leads channel.

Announce new feature requests for the product team

Keep your product team connected to the voice of the customer by piping new feature requests directly into their Slack workspace.

  • Goal: Inform the product team about new ideas and feedback.

  • Trigger (Entry rules): A conversation is tagged where Conversation tag is feature-request.

  • Action: Notify Slack to the #product-feedback channel.


FAQs

What will the notification look like ?

Notifications are posted by the Intercom app and use the Intercom logo as the avatar. The message follows a standard template to show key information about the conversation or ticket. Any follow-up notifications for the same conversation will be posted in a thread under the original message to keep the channel tidy.

What happens if a teammate replies to a notification?

Channels configured for Post Slack notifications only are designed for one-way communication. Replies made in the thread of a notification will not be sent back to the Intercom conversation.

Can I send notifications to private channels?

Yes, you can send notifications to private channels. As long as the Intercom app has been invited into the private channel and you have configured its purpose as "Post Slack notifications only" in your settings, it will be available to select in the Workflow builder.

Why are Slack notifications missing for certain events?

If Slack notifications aren't firing for all desired events, review your workflow configuration. Ensure every branch or path includes the "Notify Slack channel" action.

Why have Slack notifications stopped after migrating to a new Slack workspace?

If notifications stopped working after a migration, open the affected workflow, remove the existing Slack notification action, and add it again before saving and publishing the workflow. This refreshes the connection.

How do I fix the Slack channel not appearing in Intercom?

If a Slack channel isn’t listed in Intercom, ensure the Intercom app has been properly added to the channel in Slack and that its purpose is set to "Post Slack notifications only."


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