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How to connect iClosed with your Slack workspace

Updated today

iClosed is in the process of registering as an official app partner on Slack marketplace, but the direct integration is available already.
Send information directly to your Slack workspace in few simple steps, without putting extra effort in building workflows via Zapier or Make.

Pro tips

Slack, as any other app available on the Integrations page can be connected by any iClosed user with "Integration" permission access (Super Admin by default).
​

One iClosed account can be connected to the one Slack workspace only.

How to connect

Navigate to Integrations page and click the "Connect" button to start.
New window will appear from where you will be able to:

  1. Initiate integration by clicking on the "Integrate" button
    ​

  2. New window will appear for you to choose your Slack workspace and to accept all access permissions for iClosed
    ​

  3. Integration configuration page will appear from where you'll be able to:

    1. Select Event/s you'd like to send data from

    2. Lead and/or call statuses

      1. Lead statuses: Potential, Qualified, Disqualified, Strategy or Discovery call booked

      2. Call statuses: Call rescheduled or Call cancelled

    3. To which Slack channel/s you'd like to send data from iClosed

      1. Select one or multiple channels per lead/call status
        ​

  4. Click on "Save Changes" button to finish integration

As soon as the integration is saved, activity page will appear from which you'll be able to see following:

  • Total notifications sent

  • Last notification sent for event

  • Date and time of the last notification sent

Pro tips

  • Lead status notifications will be sent with a 5 minute delay to provide time for a lead to goes through the form and to prevent duplicate notifications.

  • Slack triggers are available only when a contact is created from the scheduling page, meaning that data when the contact is updated from
    ​ Global Data will not be sent.

  • In case you have integrated Slack directly with iClosed and still have webhooks set via Zapier or Make, please turn them off to prevent overloading your Slack channels with duplicate data.

How to send data to channel that is not appearing on Slack channel drop-down list

Slack channel may not appear by default if it was created by a specific user that is not a workspace admin. You'll be able to to override this easily, by adding iClosed app in that specific Slack channel:

  1. Navigate the Slack channel and click on the three dots in the top right corner

  2. Select "Edit Settings" from the dropdown menu and select "Integrations" tab, and hit "add apps" button
    ​

  3. Apps page will show in Slack. Type iClosed in the search box if needed, and click on the "Add" button to include it in the channel. Message will appear in your Slack channel that the app has been added
    ​

  4. Navigate back to iClosed Integrations - Slack page, refresh it and and click on the "Edit" button to open configuration page
    ​

  5. Select "channel" box and add newly connected Slack channel

  6. To finalize changes, click on the "Save Changes" button

Additional actions and how will the data appear in Slack

Testing the integration

As soon as connection is established, test out integration by clicking on the "Test integrations" button

and the test data will appear in selected Slack channel/s.

Need Help while Integrating Slack with iClosed? We're Here for You!

If you encounter any issues or need assistance with iClosed, you can reach our support team through the following channels:

1. Email Support

For general support inquiries, send us an email at support@iclosed.io.
We’ll get back to you as soon as possible.

2. Slack (Pro Plan Users Only)

If you are on the Pro Plan, you already have access to our private Slack workspace. You can reach out to our team directly there for priority support and faster responses.

3. Live Chat (Intercom)

Use the chat widget right here in the app to connect with a member of our support team.Simply click the chat icon, and we’ll be ready to assist you in real-time.

Privacy Notice

Your privacy matters to us. Learn how iClosed collects, uses, and protects your data by reviewing our Privacy Policy.

AI and LLM Usage Disclosure for Slack x iClosed

At iClosed, we prioritize the privacy and security of your data. We want to be completely transparent about how we handle Slack data and whether Artificial Intelligence (AI) or Large Language Models (LLMs) are involved.

  • No AI Processing of Slack Data:
    iClosed does not use AI or LLMs to process, analyze, or store Slack data.
    All data exchanged through the Slack integration is strictly used to enable app functionality and is never used for AI-generated outputs, summaries, or training.

  • Model Used:
    ​Not Applicable – iClosed does not use any AI model or LLM with Slack data.

  • Data Retention:
    iClosed does not store Slack data long-term.
    Any data temporarily required for operations (e.g., event handling, message delivery) is securely managed and deleted after use. Slack data is never used to train or feed into AI or LLM systems.

  • LLM Data Tenancy:
    ​Not Applicable – Since no AI or LLM is used, there is no external tenancy for Slack data.

  • LLM Data Residency:
    ​Not Applicable – Slack data does not leave the iClosed secure environment for AI or LLM processing.

How will the data appear in Slack

Message template for Potential, Qualified and Disqualified leads:

  1. Lead name with phone number or email depending of what is set on the primary form page

  2. Contact card: iClosed contact card link

  3. Trigger type with colored dot depending of the lead/call status

  4. Event name

Potential

Qualified

Disqualified

Message template for calls:

  1. Lead name with embedded Contact card URL in iClosed

  2. Contact card: iClosed contact card link

  3. Trigger type with colored dot depending of the lead/call status

  4. Date of the call

  5. Time of the call, per host time zone

  6. Event name

  7. Host name and email form iClosed

Strategy call booked

Discovery call booked

Call rescheduled

Call cancelled

How to edit the name of the bot that will appear in Slack channels

  1. Scroll to the bottom of the left menu in Slack where Apps menu is
    ​

  2. Click to open and select iClosed, and switch to "About" tab
    ​

  3. Click on the "Configuration" to open it
    ​

  4. Scroll down to Bot user and select "Edit" button
    ​

How to edit, deactivate or delete integration in iClosed

Editing option

By clicking on the "Edit" button, configuration window will open from where you will be able to turn the statuses on and off or to update Slack channels.

Deactivating integration

This option will prevent all triggers to be sent to your Slack channels.

Disconnecting integration

Use this option in case you'd like to completely disconnect Slack workspace from iClosed, or to integrate iClosed with other workspace.

As soon as you click on the "Disconnect" button, new window will appear, from where you will be able to cancel action or to confirm and disconnect.

Learn more

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