Set Up the Slack Destination

Last Updated: Sep 26, 2023

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).

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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.

ūüí° 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. Screen Shot 2023-10-06 at 1.57.28 PM.png
  4. Click the Create button in the Slack box, and a pop-up will appear.
    Screen_Shot_2022-05-24_at_12.54.58_PM.png
  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.
    Screen_Shot_2019-04-24_at_7.49.47_AM.png
  9. Customize your Slack message.
    • Allows you to specify exactly which attributes you want to include in your Slack message.
      Screen_Shot_2019-09-20_at_8.55.37_PM.png
  10. Click the Save changes button.

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