Overview
Sona lets you connect messaging platforms, such as Slack, for real-time notifications. Once connected, you can set up messaging alerts based on saved filters for both visitors and accounts, so your team hears about the activity that matters as it happens. This guide walks you through connecting Slack and what the integration unlocks.
Connecting Slack to Sona
Follow these steps to authorize Slack:
Click Connect in the left panel, under the Slack icon.
You are redirected to where you can authorize the integration with SSO.
Log in to your Slack admin account.
Select Allow, and you can then configure alerts for Slack.
That is it. Sona is now configured to send alerts to Slack channels or individual Slack users. Click Next to continue the onboarding steps.
What connecting Slack gives you
The Slack integration unlocks a few key benefits:
Alerts for visitors and accounts: configure messaging alerts for both visitors and accounts.
Filter-based alerts: define alerts based on the filtered data views you set up in the Web Visitors list or the Accounts list.
Real-time insight: you and your team gain valuable, real-time insight based on the intent and buying stages of your visitors and accounts.
Tip: once Slack is connected, use the Alerts settings to define exactly which visitor and account activity triggers a notification.
FAQs
What kind of alerts can I send to Slack?
What kind of alerts can I send to Slack?
You can send alerts for both visitors and accounts, based on saved filtered views. For example, you can be notified when an account matching your ICP returns to your site or reaches a particular buying stage. Alerts can go to a Slack channel or to individual users.
Who needs to authorize the Slack connection?
Who needs to authorize the Slack connection?
You log in with your Slack admin account during the connection flow and select Allow to authorize the integration. If you are not a Slack admin, ask an admin in your workspace to complete the authorization step.
How do I control which activity triggers an alert?
How do I control which activity triggers an alert?
Alerts are based on the filtered data views you create in the Web Visitors list or the Accounts list. Save a filter for the activity you care about, then configure an alert on it from the Alerts settings, so only the visitors and accounts that match your criteria notify your team.