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Connect Slack to get CRM updates in a channel you choose. You need permission to manage workspace integrations and permission to install the app in your Slack workspace.

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Connect Slack

  1. Open Settings > Integrations and select Slack.
  2. Select Connect Slack and approve the requested access in Slack.
  3. Back in Olympus, the Set up Slack drawer opens. Pick a channel and select Save changes.
If your Slack workspace requires an administrator to approve installations, complete that approval before retrying.

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Choose which updates to post

Select Set up Slack on the Slack card. Under Advanced, turn each update on or off (the preview below the switches shows a sample message):
  • New form submission
  • Call booked
  • Call rescheduled
  • Call cancelled
  • Call outcome updated (confirmed, completed, no-show, converted)
  • Lead status changed (pipeline stage moves)
Form submissions and call booked, rescheduled, and cancelled are on by default. Updates usually appear in Slack within a minute. Olympus can post to any public channel. To use a private channel, add the Olympus app to that channel in Slack first, then select Refresh in Set up Slack and pick it. Workspaces connected before channel selection existed need to reconnect once so Olympus can list channels.

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Disconnect

Select Manage on the Slack card, review the warning, and hold Hold to disconnect. Olympus stops posting to Slack and drops any updates still waiting to send.