Skip to main content

Salesfinity + Slack Integration

A guide to set up Slack Integration.

Mav avatar
Written by Mav
Updated today

Salesfinity’s Slack integration lets your team stay up-to-date on calls, meeting outcomes, and AI insightsβ€”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.


πŸš€ What You Can Do with the Slack Integration

  • πŸ”” Get real-time updates when specific call outcomes occur

  • 🧠 Log AI-generated summaries, call notes, and insights into a dedicated Slack channel

  • πŸ“Š Let non-Salesfinity users (like product managers and marketers) read live feedback from cold calls


πŸ› οΈ How to Set It Up

To enable the Slack integration:

  1. Go to Settings in Salesfinity

  2. Click the Connections tab

  3. Scroll to Slack Integration

  4. Click Connect Slack

  5. Choose your Slack workspace and channel

  6. 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:

  • πŸ‘€ See what prospects are saying

  • πŸ“ˆ Identify product feedback or objections

  • πŸ§ͺ Support GTM, product, and messaging iterations


🧩 Customization Options

You can choose which call outcomes push notifications to Slack. For example:

  • βœ… Meeting Set

  • πŸ” Call Back Later

  • ❌ Do Not Call Again

  • πŸ“₯ 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.


πŸ‘₯ 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


πŸ§‘β€πŸ’» 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.

Did this answer your question?