PartnerPortal.io

Connecting Slack lets your team receive portal activity notifications directly in a Slack channel — including new leads, lead approvals, and phase changes.

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Note: The Slack integration may not be visible in your portal by default. If you don't see it in the Integrations tab, contact the PartnerPortal.io team to have it enabled for your account.

Log in to your portal and go to the Integrations tab in the left-hand sidebar.

Find the Slack integration and click Enable Slack.

Integrations tab showing the Slack integration with the Enable Slack button

On the next screen, click the button to confirm and enable Slack. ​

Confirmation screen with the Enable Slack button

1. Log in to your portal and go to the Integrations tab in the left-hand sidebar.
2. Find the Slack integration and click Enable Slack.
 
 Integrations tab showing the Slack integration with the Enable Slack button
3. On the next screen, click the button to confirm and enable Slack. ​
 Confirmation screen with the Enable Slack button

When prompted, click Sign into your workspace and enter your Slack credentials. ​

Slack sign-in prompt asking for workspace credentials

Review the permissions request and click Allow to grant PartnerPortal.io access to your Slack workspace. ​

Slack permissions screen showing the Allow button

1. When prompted, click Sign into your workspace and enter your Slack credentials. ​
 Slack sign-in prompt asking for workspace credentials
 ​
2. Review the permissions request and click Allow to grant PartnerPortal.io access to your Slack workspace. ​
 Slack permissions screen showing the Allow button

Once connected, you will be redirected to Slack where you will see the PartnerPortal.io app installed.

Slack workspace showing the PartnerPortal.io connected app

You will receive welcome messages from the Slackbot with instructions, including an option to choose which channel portal activity should be posted to.

Slackbot welcome messages showing the option to select a notification channel

Once set up, your team will start receiving notifications for the following activity:

Slack notification showing a newly submitted lead

Slack notification showing lead submission details

- Lead approvals and phase changes

Slack notification showing a lead approval and phase change

Learn how to connect your PartnerPortal.io account to Slack to receive real-time notifications about partner activity.

Connect Slack to Your Portal

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Connect Slack to Your Portal

Step 1: Enable the Slack Integration

Step 2: Connect Your Slack Workspace

Step 3: Choose Your Notification Channel