Salesfinity’s Slack integration lets your team stay up-to-date on calls, meeting outcomes, and AI insights—right inside your Slack channels.
This integration is designed to close the loop between SDRs making calls and cross-functional teams (like marketing, product, and RevOps) who need to understand what prospects are saying.
🚀 What You Can Do with the Slack Integration
🔔 Get real-time updates when specific call outcomes occur
🧠 Log AI-generated summaries, call notes, and insights into a dedicated Slack channel
📊 Let non-Salesfinity users (like product managers and marketers) read live feedback from cold calls
🛠️ How to Set It Up
To enable the Slack integration:
Go to Settings in Salesfinity
Click the Connections tab
Scroll to Slack Integration
Click Connect Slack
Choose your Slack workspace and channel
Once connected, toggle the call dispositions you'd like to push into Slack
🧠 AI Notes and Insights in Slack
After connecting Slack, you can push call insights directly into your Slack channel, including:
AI-generated call summaries
Real-time insights pulled from conversations
This makes it easy for stakeholders across your org to:
👀 See what prospects are saying
📈 Identify product feedback or objections
🧪 Support GTM, product, and messaging iterations
🧩 Customization Options
You can choose which call outcomes push notifications to Slack. For example:
✅ Meeting Set
🔁 Call Back Later
❌ Do Not Call Again
📥 Reach Out in 6 Months
Enable only the ones that matter to your workflow. You can always return to Settings > Slack Integration to modify them.
👥 Who Benefits from Slack Integration?
SDRs – Celebrate meetings, track callbacks, stay organized
Managers – Monitor pipeline activity without logging in
Product & Marketing Teams – Get raw feedback from cold calls
RevOps – Keep an eye on team performance and follow-up hygiene
🧑💻 Access for Non-Users
Even if someone doesn't have a Salesfinity login, they can still:
View all call summaries
Read AI-generated notes
Act on real-time voice-of-customer insights
Just make sure the Slack channel is public (or shared with them), and you're good to go.