Slack
The Slack integration posts a message into a channel in your Slack workspace every time a new lead reaches out. Your team sees the lead’s name, contact info, and inquiry right in the channel they already live in, and updates to the lead land as replies in the same thread so the conversation stays in one place.
The Slack card is on any source’s Messaging Settings → Integrations tab.
What you’ll get
- A new message in your chosen Slack channel for each incoming lead.
- Follow-up updates on that lead (new messages, contact info, status changes) posted as replies in the same thread.
- Lead details included in the message — name, phone, email, zip code, and the original inquiry.
- Optionally, the source name (“Yelp – Downtown”) tagged on the message.
Connecting Slack
Open the integration
In Auto-Respond, open the source → Messaging Settings → Integrations tab → Slack card.
Click Connect
You’ll be redirected to Slack to authorize the connection. Sign in to the workspace you want alerts to land in if you’re not already signed in.
Approve the scopes
Slack will ask you to approve these permissions:
chat:write— post messages into channels.channels:read— list your public channels so you can pick one.channels:join— join the channel you pick so messages can be posted there.groups:read— list your private channels if you want to use one.
Approve and you’ll be sent back to Auto-Respond.
Pick a channel
Once you’re back on the Slack card, pick a Channel from the dropdown. The list is your workspace’s public channels, plus any private channels you have access to. This is the channel every lead alert for this source will land in.
Validate and save
Click Validate Connection to post a test message into the channel. If you see the test message in Slack, you’re done.
Turn on the Enable toggle
The integration doesn’t post anything until Enable is on.
Options
Enable
Turns the integration on or off for this source. Default: off.
Inherit from parent
Only shown on a location with a parent business. When on, the location uses the parent’s Slack connection and channel. When off, it has its own.
Channel
Dropdown of channels in the connected Slack workspace. This is where the alerts will post. Change it at any time — new leads will go to the new channel.
If a channel you want isn’t showing up, make sure the Slack app has been invited to it (for private channels) or that it’s a public channel in the connected workspace.
Create customer only when contact info is captured
Default: off. See Communication Tools for the full explanation.
- When on — Slack alert fires only after the lead has shared a phone number or email.
- When off — Slack alert fires the moment the lead reaches out.
Create only for new leads
Default: off.
- When on — Returning leads don’t trigger a Slack alert.
- When off — Every lead triggers an alert.
Include source name
Default: off. When on, the source name is added to the Slack message so you can tell sources apart.
Validate Connection
Posts a test message into the selected channel right now.
Disconnect
Removes the Slack OAuth connection. Confirmation required. You should also remove the Auto-Respond app from your Slack workspace via Slack’s App Management page if you want it fully cleaned up there.
What the notification contains
Each Slack message includes:
- Lead’s name (if shared)
- Phone number (if shared)
- Email (if shared)
- Zip / postal code (if shared)
- The original inquiry text
- The source the lead came from (if Include source name is on)
Follow-up activity on the same lead (new messages, captured contact info) posts as a threaded reply on the original message so the full history stays together.
Disconnecting
Open the Slack card → click Disconnect → confirm. The Slack connection is removed from Auto-Respond.
Troubleshooting
- “Validation failed” — The OAuth connection was revoked in Slack, or the Slack app was removed from the workspace. Click Connect again and re-authorize.
- No messages arriving — Check that Enable is on. Make sure you’ve selected a Channel. If the channel is private, make sure the Auto-Respond Slack app is a member of the channel.
- Messages going to the wrong channel — Switch the Channel dropdown on the card.
- Can’t see a private channel in the list — Invite the Auto-Respond Slack app to that channel from Slack, then reopen the dropdown.
Questions about the Slack integration? Email support@auto-respond.com.