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Overview

The Slack integration allows you to receive notifications from Twenty directly in your Slack channels. Stay informed about important CRM activities without constantly checking Twenty.

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What You Can Do

With the Twenty Slack integration:
  • Receive notifications - Get alerts for new leads, deal updates, and more
  • Team collaboration - Share CRM updates with your sales team
  • Custom alerts - Configure which events trigger Slack messages
  • Real-time updates - Stay informed as things happen in Twenty

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Use Cases

Sales Team Alerts

Notify your sales channel when new leads come in or deals close

Pipeline Updates

Get updates when opportunities move through your pipeline

Task Reminders

Send reminders for upcoming tasks and follow-ups

Team Mentions

Alert team members when they’re assigned to records

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Setting Up the Integration

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Using Webhooks

The recommended way to integrate Twenty with Slack is through webhooks and Twenty Workflows.
1

Create a Slack Incoming Webhook

  1. Go to your Slack workspace settings
  2. Navigate to Apps > Manage Apps
  3. Search for “Incoming Webhooks” and add to Slack
  4. Choose a channel for notifications
  5. Copy the webhook URL
2

Create a Workflow in Twenty

  1. Open Twenty and navigate to Settings > Workflows
  2. Click Create Workflow
  3. Name it (e.g., “New Lead Slack Notification”)
3

Configure the Trigger

  1. Select a trigger event (e.g., “Record Created”)
  2. Choose the record type (e.g., “Person”)
  3. Add filters if needed
4

Add Webhook Action

  1. Click Add Action > Send HTTP Request
  2. Set Method to POST
  3. Enter your Slack webhook URL
  4. Configure the message payload (see examples below)
5

Test and Activate

  1. Click Test Workflow to send a test message
  2. Verify the message appears in Slack
  3. Click Activate to enable the workflow

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Webhook Payload Format

Slack incoming webhooks expect JSON with specific formatting: 
{
  "text": "New lead created!",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "*New Lead Created*\n*Name:* {{firstName}} {{lastName}}\n*Email:* {{email}}\n*Company:* {{company}}"
      }
    },
    {
      "type": "actions",
      "elements": [
        {
          "type": "button",
          "text": {
            "type": "plain_text",
            "text": "View in Twenty"
          },
          "url": "https://app.twenty.com/objects/person/{{id}}"
        }
      ]
    }
  ]
}
Use Twenty’s variable syntax {{fieldName}} to insert dynamic data from your records into Slack messages.

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Example Notification Workflows

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1. New Lead Notification

Trigger: Record Created → Person
Action: Send HTTP Request to Slack Payload: 
{
  "text": "New lead: {{firstName}} {{lastName}}",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": ":tada: *New Lead Created*\n*Name:* {{firstName}} {{lastName}}\n*Email:* {{email}}\n*Phone:* {{phone}}\n*Source:* {{leadSource}}"
      }
    }
  ]
}

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2. Deal Won Notification

Trigger: Record Updated → Opportunity (when stage = “Closed Won”)
Action: Send HTTP Request to Slack Payload: 
{
  "text": "Deal closed: {{name}}",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": ":moneybag: *Deal Won!*\n*Deal:* {{name}}\n*Amount:* ${{amount}}\n*Owner:* {{owner}}\n*Close Date:* {{closeDate}}"
      }
    }
  ]
}

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3. Task Due Soon Reminder

Trigger: Scheduled (Daily at 9 AM)
Filter: Tasks due today
Action: Send HTTP Request to Slack Payload: 
{
  "text": "Tasks due today",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": ":alarm_clock: *Tasks Due Today*\n*Task:* {{title}}\n*Assigned to:* {{assignee}}\n*Related to:* {{relatedRecord}}"
      }
    }
  ]
}

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4. Team Member Assignment

Trigger: Record Updated → Any (when owner changes)
Action: Send HTTP Request to Slack Payload: 
{
  "text": "New assignment for {{newOwner}}",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": ":point_right: *New Assignment*\n{{newOwner}} has been assigned to {{recordType}}: *{{recordName}}*"
      }
    }
  ]
}

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Customizing Slack Messages

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Using Slack Block Kit

Slack’s Block Kit allows rich message formatting:
  • Headers - Large text for emphasis
  • Sections - Formatted text with markdown
  • Dividers - Visual separators
  • Buttons - Clickable actions
  • Images - Inline images
  • Context - Small text for metadata
Explore the Slack Block Kit Builder to design your messages. Link back to Twenty records: 
{
  "type": "actions",
  "elements": [
    {
      "type": "button",
      "text": {
        "type": "plain_text",
        "text": "View Contact"
      },
      "url": "https://app.twenty.com/objects/person/{{id}}"
    }
  ]
}

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Using Emojis

Add visual interest with Slack emojis:
  • :tada: - New leads
  • :moneybag: - Deals won
  • :fire: - Hot prospects
  • :alarm_clock: - Reminders
  • :chart_with_upwards_trend: - Progress updates

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Advanced Configuration

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Notification Channels by Event Type

Route different notifications to different channels:
  1. Create multiple workflows with different triggers
  2. Use separate webhook URLs for each channel
  3. Configure appropriate filters for each
Example setup:
  • #sales-leads - New person records
  • #sales-wins - Deals marked as won
  • #sales-pipeline - All deal stage changes

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Conditional Notifications

Use workflow filters to send notifications only when:
  • Deal amount exceeds a threshold
  • Lead source matches specific criteria
  • Owner is a specific team member
  • Custom field values meet conditions

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Batching Notifications

Avoid notification spam:
  1. Use scheduled triggers instead of real-time
  2. Create digest workflows that run daily/weekly
  3. Aggregate multiple records into single messages

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Slack App Integration (Coming Soon)

A native Twenty Slack app is in development with features like:
  • Slash commands to search and create records
  • Unfurling of Twenty links in Slack
  • Interactive buttons and forms
  • Direct messages for personal notifications
Interested in the native Slack app? Join the discussion on GitHub or vote for this feature.

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Troubleshooting

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Messages Not Appearing

If Slack messages aren’t being sent:
  1. Verify webhook URL - Ensure it’s correct and active
  2. Check workflow status - Confirm the workflow is active
  3. Review trigger conditions - Make sure events match your filters
  4. Test the webhook - Use curl to test directly: 
    curl -X POST -H 'Content-type: application/json' \
--data '{"text":"Test message"}' \
YOUR_WEBHOOK_URL
  5. Check Twenty logs - Look for errors in workflow execution

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Invalid Payload Errors

If you see “invalid_payload” errors:
  1. Validate your JSON syntax
  2. Ensure all brackets and quotes are balanced
  3. Test your payload in Slack’s Block Kit Builder
  4. Check that field variables exist in your records

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Webhook URL Expired

Slack webhook URLs can be revoked:
  1. Verify the webhook is still active in Slack settings
  2. Generate a new webhook URL if needed
  3. Update the URL in your Twenty workflows

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Rate Limiting

Slack rate limits incoming webhooks:
  • Limit: ~1 message per second
  • If exceeded: Messages may be dropped
  • Solution: Use batching or scheduled workflows

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Security Considerations

Webhook URL Security:
  • Treat webhook URLs like passwords
  • Don’t share them publicly or commit to version control
  • Rotate them periodically
  • Revoke unused webhooks
  • Messages sent to Slack are visible to channel members
  • Avoid sending sensitive data like payment information
  • Use private channels for confidential notifications
  • Consider data privacy regulations (GDPR, CCPA)

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Best Practices

  1. Be selective - Only notify on important events
  2. Use appropriate channels - Route notifications to relevant teams
  3. Format clearly - Use Block Kit for readable messages
  4. Include actions - Add buttons to link back to Twenty
  5. Test thoroughly - Verify messages before activating workflows
  6. Monitor volume - Adjust if notifications become overwhelming

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Alternative Integration Methods

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Using Zapier

You can also connect Twenty to Slack via Zapier:
  1. Create a Zap with Twenty as trigger
  2. Add Slack as action
  3. Configure message format
Benefits:
  • No webhook management
  • Visual workflow builder
  • Additional transformation options

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Using Make (Integromat)

Connect through Make for advanced scenarios:
  1. Use Twenty’s GraphQL API
  2. Add Slack module
  3. Build complex logic flows

Need Help?

Get help with Slack integration on our Discord.

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