Slack integration

Your pipeline,
in the channel

Eutexa is a CRM for small sales teams. This app brings the pipeline into the channels your team already sits in, so nobody has to open the CRM to know what changed.

Free to install, and included on every Eutexa plan. See pricing.

What it does

Three things, once connected

Post the moment something changes

A workflow can start on a new lead, a deal moving stage, a form submission or a meeting finishing, and end with a message in Slack. The team hears about a hot lead in the channel rather than by opening the CRM.

Eight Slack actions in the builder

The Slack step posts a message, sends a direct message, updates a message it posted earlier, adds a reaction, uploads a file, sets a channel topic, creates a channel for a new deal, or invites teammates to it.

Ask your CRM from a thread

Eutexa's AI Co-Pilot can read the channels it has been invited to and answer in place, so a rep can check an account without leaving the conversation.

Installing

How to add Eutexa to Slack

The connection is made from inside Eutexa rather than from this page, because a Slack workspace attaches to one specific Eutexa workspace and the app needs to know which one.

1
Create a Eutexa workspace

Start a free trial or log in to an existing workspace. The Slack connection is owned by a Eutexa workspace, so this comes first.

2
Open Settings, then Integrations

Find the Slack card and choose Connect. Only a super administrator or an admin of the Eutexa workspace can connect Slack.

3
Approve the install in Slack

Slack opens its own consent screen listing the permissions below. Approve it and the window closes by itself.

4
Add a Slack step to a workflow

Open Workflows, pick the trigger you care about, and add a Slack step at the end. Choose the channel from the live list of your Slack channels. Invite the Eutexa bot to any private channel you want it to post in.

To remove the app, open Settings, then Integrations in Eutexa and choose Disconnect. Workflow steps using that connection stop posting to Slack immediately. You can also remove Eutexa from the Slack workspace under Manage apps in Slack.

Permissions

What Eutexa asks for, and why

Every permission below maps to a feature described on this page. Tokens are encrypted with AES-256-GCM before they are stored, and all traffic to Slack runs over TLS.

channels:read, channels:join

List your public channels so you can choose a destination, and join the channel you chose so the app can post in it.

chat:write, chat:write.public, im:write

Post the messages your workflows send, deliver direct messages, and update a message the app posted earlier.

channels:manage

Create a channel for a new deal, set a channel topic, and invite teammates, when a workflow step asks for it.

files:write

Upload a file to a channel from a workflow step, such as a generated proposal or report.

users:read

Resolve a teammate's name to the right Slack account when a workflow sends them a direct message.

reactions:write

Add an emoji reaction to a message from a workflow step.

channels:history, groups:history

Let the AI Co-Pilot read the channels it has been invited to when you ask it a question there. Eutexa does not read channels the bot has not been added to, and Slack content is never used to train AI models.

Questions about the integration

Email our support team and we will reply within two business days. No account is needed to reach us.

support@eutexa.com

Read our privacy policy, terms and security practices. Slack is a trademark of Slack Technologies, LLC. Eutexa is not affiliated with or endorsed by Slack. Slack user terms.