You can have your smrtPhone notifications sent directly to a pre-determined Slack channel with the smrtPhone Slack plugin and a few simple setup steps.
The notifications you can receive include:
Incoming Call
Outgoing Call
Call Completed
Incoming SMS
Outgoing SMS
Clicking on these notifications takes you directly to the item within the smrtPhone Web App.
Our Slack integration is available for anyone who has a Pro subscription. It's ideal for Users who were invited to smrtPhone via email and have no direct access to a CRM.
The Slack plugin can be accessed from the Marketplace inside the smrtPhone platform. You need to be a Pro subscriber, and have permission to access the Admin panel.
Customization
Access the Slack plugin from smrtPhone Dashboard > Admin > Marketplace.
The next step is customization, with a few important steps.
Slack Setup Steps
Create the Slack Channel on Slack
Head to Slack and create the channel you receive smrtPhone notifications. Make sure to give it an appropriate and recognizable name.
Create Slack App
Once you have created your Slack channel, head to the website Slack API > Create New App. Of the two options, choose to create a new app from scratch, give it a name, and then select the smrtPhone Workspace. Click on Create App. We suggest using the same name you used for the Slack Channel, for easy recognition.
Create Scopes
After you finish the app creation, head to Permissions > Scopes > Add an OAuth Scope. Fill in the fields with the text below, exactly:
channels:read
chat:write
chat:write:customize
chat:write:public
Select Install to Workspace. You will be asked for permission to access Slack, press Allow.
Slack Integration
Once you finish this step, access Slack > The channel you created > Integrations > Add App and install the App you just created via the Slack website.
Get the API Token
Head back to Slack Web to get the Token you are going to use on the smrtPhone platform. Head to OAuth & Permissions and copy the Token.
Plugin Setup
Once the Slack configuration is complete, access the Slack Plugin from the smrtPhone Dashboard > Admin > Marketplace to configure the integration on the smrtPhone platform.
Press Configure, and then:
Copy-Paste the (Slack) API Token - It is the Token you just accessed above from OAuth & Permissions. You must have the appropriate permissions inside Slack to access the token; please check the Slack guides if you need more information. We recommend saving this API Token in case you ever want to reconfigure the plugin.
Copy-Paste the Slack channel - This is the name of the channel you just created in Slack, so the system knows where to push the notifications from smrtPhone. You can also insert the Channel ID. To get the channel ID, head to Slack, select the channel, and then click top right. The Channel ID is going to be in the About section, left bottom.
When adding the Channel ID, make sure you first add #, such as below:
# channel's name
Toggle on the notifications you want to receive. These can be changed at any time.
Press Save
If you want to change any options, select Reset Credentials and start over.
Reminder: Accessing Marketplace requires specific user permissions.
Functionality
From the time you setup the Slack integration, the events you selected will trigger a notification in your Slack channel.
Any Slack notification can be clicked on, and you will see the event in your smrtPhone Account. Note that it will be shown as a single event, as filtered. If you want to see it among other logs, simply click Reset filters.
Incoming Call / Outgoing Call / Call Completed - See the event in Call Logs
Incoming SMS / Outgoing SMS - See the event in your Inbox, the related conversation will open.
Users with CRM access can also see the notifications in their CRM. The Slack integration is available for all current integrated CRMs as long as the user has a Pro subscription.
