Customize fields shared by Slack Integration

  • 26 January 2023
  • 1 reply

I’ve successfully activated a Slack integration, automatically posting notifications when new Opportunities are created. 

How can I customize the fields that are posted in the notification? 

To be more specific, our team leads would like to see the Source of the opportunity included with notification of a new Opportunity Created. 

1 reply

Userlevel 7
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Hi @mizidi, thanks for posting! To be honest, we don’t currently have a way to customize the fields that get pushed to Slack by our native integration.

An alternative option would be to use Zapier to create those Slack notifications for you. This would allow you to customize the message and data, as well as when exactly it sends messages. Here’s a playbook that shows you how to set up Slack notifications for a pipeline.

That being said, I understand it would be easier if the native integration could be customized. So if you’d like I can convert this thread to an Idea for the Product team to see. Let me know if you’d like me to do that!