Vendors can integrate Slack with Sagetap to stay updated on lead activity in real time without leaving their workspace.
To set up this integration, navigate to Settings → Integrations, then click Connect:
You will then be prompted to grant Sagetap permissions in your Slack workspace:
Once enabled, Sagetap adds a bot to your Slack workspace that posts notifications to a selected channel based on your preferences.
Note: The View basic information about public channels in your workspace permission is requested so that we can show you a list of channels, so that you may pick one where the Slack integration will post updates
The Send messages to channels @sagetap isn't a member of permission is requested so that we can post updates in the requested channel without creating an actual Slack user
The Sagetap Slack integration helps vendors monitor and manage activity by sending notifications when:
A Sage Updates a Deal Stage
Triggered when a Sage updates their deal stage, either immediately after a meeting or at any later time.
A Sage Updates their Opt-In Status
Sent when a Sage indicates whether they are interested in continuing the conversation after a meeting.
A Sage Submits Feedback Received
Occurs when a Sage submits feedback through a post-call survey.
These notifications allow your team to stay aligned and respond quickly to new developments in real time.
If you have any questions about setting up your Slack integration, please contact [email protected].