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 if few simple steps, without putting extra effort in building workflows via Zapier or Make.
Pro tips
Slack, as any other app available on the o 
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:
Initiate integration by clicking on the "Integrate" button
New window will appear for you to choose your Slack workspace and to accept all access permissions for iClosed
Integration configuration page will appear from where you'll be able to:
Select Event/s you'd like to send data from
Lead and/or call statuses
Lead statuses: Potential, Qualified, Disqualified, Strategy or Discovery call booked
Call statuses: Call rescheduled or Call cancelled
To which Slack channel/s you'd like to send data from iClosed
Select one or multiple channels per lead/call status
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:
Navigate the Slack channel and click on the three dots in the top right corner
Select "Edit Settings" from the dropdown menu and select "Integrations" tab, and hit "add apps" button
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
Navigate back to iClosed
Integrations - Slack page, refresh it and and click on the "Edit" button to open configuration page
Select "channel" box and add newly connected Slack channel
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.
How will the data appear in Slack
How will the data appear in Slack
Message template for Potential, Qualified and Disqualified leads:
Lead name with phone number or email depending of what is set on the primary form page
Contact card: iClosed contact card link
Trigger type with colored dot depending of the lead/call status
Event name
Potential
Qualified
Disqualified
Message template for calls:
Lead name with embedded Contact card URL in iClosed
Contact card: iClosed contact card link
Trigger type with colored dot depending of the lead/call status
Date of the call
Time of the call, per host time zone
Event name
Host name and email form iClosed
Strategy call booked
Discovery call booked
Call rescheduled
Call cancelled
How to send data to private channel that was not created by Slack workspace admin
How to send data to private channel that was not created by Slack workspace admin
How to edit the name of the bot that will appear in Slack channels
How to edit the name of the bot that will appear in Slack channels
Scroll to the bottom of the left menu in Slack where Apps menu is
Click to open and select iClosed, and switch to "About" tab
Click on the "Configuration" to open it
Scroll down to Bot user and select "Edit" button
How to edit, deactivate or delete integration in iClosed
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