To enable the Wealthbox CRM integration with Slack, an “Admin” user or account owner can follow these steps:
1) Click on the three dots in the top right corner of Wealthbox, then click on “Applications”:
2) Click on the “Settings” icon next to “Slack” under “Applications:
3) Click “Authorize Wealthbox CRM to post message to your Slack account”.
4) It should ask for your permission in Slack, where you should click "Allow".
5) Click "Enable", choose your Slack Channel(s), then click “Save”.
Troubleshooting & FAQs
Q: How do I enable the Slack integration with Wealthbox?
A: An Admin user can go to Applications > Slack > Settings in Wealthbox, authorize Slack access, select desired channels, and click Enable to complete the setup.
Q: Who can set up the Slack integration in Wealthbox?
A: Only Admin users or account owners have permission to enable and configure the Slack integration.