Legacy: Set Up the Slack Destination

Last Updated: September 26, 2023

🔍 Please note: This article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans.

The Slack destination posts a message to public Slack Channels whenever a person/company matches an audience. This post includes a custom message (which you can use to @mention specific members of your team), custom attributes (which you can choose from Salesforce, Clearbit Data, Custom attributes, etc.), recent activity, and links to the corresponding Salesforce records (where available).

Common use cases include:

• Notify your account executives when any of their accounts with an open opportunity has a spike in traffic and hits the pricing page.
• Send a notification to your customer success managers when one of their contacts leaves their job.

💡 Clearbit Tip: Because the Slack Destination can get quite noisy, we recommend that you enable it only for narrowly scoped audiences where timing is important. 

Enable the Destination

1. Navigate to any audience in Clearbit.
2. Click the Destinations tab.
3. 
4. Click the Create button in the Slack box, and a pop-up will appear.
   
   
5. Select one of the options in the Trigger box, which sets the criteria for a person/company to trigger the destination:
   
   • When a company enters the audience
     • Triggers only when a company/person enters the audience.
   • When a company exits the audience
     • Triggers only when a company/person exits the audience. 
   • On page view
     
     • Triggers every time a company/person views a page on your site.
6. In the Configure Slack Options section, choose a Slack Channel.
   
   • Allows you to select the *public* Slack Channel or DM that you wish to post messages to.
   • (optional) Use our Dynamic Salesforce/Hubspot fields, which would alert only the Object Owner(s).
     
7. In the Configure Slack Options section, write a Custom Message.
   
   • Allows you to set a custom message at the top of each alert. This can be extremely useful for @mentioning members of your team. Messages can also be customized with Liquid templates. 
8. Decide if you want to Enable Delivery Suppression. When enabled, people/companies that you've been alerted to within the past x days/weeks/months will be excluded. In the image below, a company would only trigger the Destination if they haven't triggered one in the past 2 weeks.
   
9. Customize your Slack message.
   • Allows you to specify exactly which attributes you want to include in your Slack message.
     
10. Click the Save changes button.

📝 Please note: Slack destinations are refreshed and alerts are triggered every 2 hours.