Overview
Sona makes it easy to connect and leverage messaging platforms like Slack for instant notifications. Once integrated, you can create custom alerts based on audiences and saved filters, enabling real-time updates on both visitors and accounts.
Slack integration with Sona
Log in to Sona, navigate to Connectors on the left sidebar, and select New Connector.
You will see all connectors available to you. Type Slack in the All Connectors search bar, and click the Connect button.
After finding the Slack Connector card, click Connect.
You will be redirected to where you can authorize the integration with SSO.
Log in to your Slack Admin account.
Select Allow, and you will then be able to configure alerts for Slack.
After adding the Slack Connector, add the Sona Slack app to the specific Slack channel where you want to receive alerts by typing "/add app".
After Slack is connected to Sona in the steps above, you will see the Sona app, which can be enabled in the Slack channel that you select.
Sona is now configured to send alerts to Slack channels or individual Slack users.
Key benefits
You can configure messaging alerts for both visitors and accounts.
You can define alerts based on audiences and filtered data views, which you can set up in the Web Visitors List or the Accounts List.
You and your team can gain valuable, real-time insights based on the intent and buying stages of your visitors and accounts.
FAQs
What does connecting Slack to Sona enable?
What does connecting Slack to Sona enable?
Connecting Slack lets Sona send real-time alerts to a Slack channel or individual user, based on audiences and saved filters you configure. It covers both visitor and account activity, so your team can act on intent and buying stage changes as they happen.
Why do I need to add the Sona Slack app to a channel?
Why do I need to add the Sona Slack app to a channel?
Connecting the Slack Connector authorizes Sona to send data, but alerts only appear in a channel once the Sona Slack app has been added to it. Type "/add app" in the target channel and select the Sona app to complete this step.
Where do I configure which visitors or accounts trigger a Slack alert?
Where do I configure which visitors or accounts trigger a Slack alert?
Alerts are based on audiences and filtered data views, which you set up in the Web Visitors List or the Accounts List. Once Slack is connected, use those saved filters or audiences to define what triggers a notification.