Lecture Notes on Slack's Interactive Block Feature

Introduction

• Quick and easy video on using Slack's interactive block feature to automate messaging.
• Works similarly with Discord.
• Useful for coaching companies or agencies dealing with leads through Slack.

Main Idea

• Automate Slack messaging when a CRM record changes.
• Example: New lead is generated, Slack sends a message to the sales channel.
• Includes a link back to the CRM and buttons to 'Approve' or 'Deny'.

Benefits

• Qualifies leads and triggers next steps in the sales flow.
• Can be applied to various business models: article companies, graphic design agencies, etc.

Building the Automation

• Slack's API and app setup can be tricky.
• Use ClickUp as a CRM example.
• Automate the flow when a lead's stage changes to send a message to Slack.

Steps to Build the Flow

1. Set up ClickUp

   • Organize tasks by stages (e.g., intake).
   • Add fields for email, phone, and form answers.

2. Create Webhook in ClickUp

   • Trigger the webhook when a stage changes to intake.

3. Use Make for Integration

   • Catch the webhook and get task details.
   • Format Slack messages using Slack Block Kit.

4. Customize Slack Message

   • Use Slack Block Kit to format interactive messages.
   • Include relevant lead information and action buttons.

Interactive Functionality

• Two buttons: Approve (Qualify) or Deny (Unqualify).
• Use Slack's interactive components to handle button clicks.

Setting Up a Slack App

1. Create a Slack App

   • Enable interactive components and set request URL to the make webhook.

2. Add OAuth Permissions

   • Include necessary scopes (chat, im, etc.).

3. Connect App to Make

   • Use client ID and secret to establish a connection.

Completing the Flow

• Test the flow by simulating lead entry and approval process.
• Automate updates to the CRM based on Slack interactions.

Conclusion

• Enables efficient lead management through Slack.
• Suitable for fast-paced environments relying on quick communication.
• Open to suggestions for similar content or other tutorials.