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Automating Messaging with Slack Features

Oct 19, 2024

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.