Changelog

Updates and improvements to CustomerIQ

September 18, 2024

Slack Integration

Slack Integration

We've designed CustomerIQ to work where you work - in Slack.

Now, with our Slack integration teams can manage task suggestions, get notifications about which CRM fields were updated, get call summaries, and even push feedback to CustomerIQ for analysis.

How to get setup with the Slack integration

  1. Go to settings > My apps > Slack
  2. Find Slack and click configure
  3. Follow the authentication process 

Then configure Slack notifications

  1. Go to Settings > Notifications
  2. Select any notification you'd like to receive in Slack

Learn more about connecting CustomerIQ and Slack here.

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