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  1. Sync data

Slack

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Last updated 7 months ago

When you connect your Slack account we will post details of each booked appointment to a channel of your choice. Slack will be connected to your Call Fast account as a whole but can be enabled on a project by project basis. This means you can choose which Slack channel to post to for each project in Call Fast.

Instructions

First, head over to your CallFast account and hover over your name at the bottom of the sidebar. Then choose "Integrations".

On this page you should click "Connect" on the Slack integration.

You will then be asked to authenticate the Slack <> CallFast integration.

When you have done this you will see that your Slack account is now connected to CallFast.

Now, go to the project from which you would like to send booked appointments to Slack and click on "View Options" on the sync data panel to open the sync options.

Then open the Slack panel and choose a channel to post to.

Then click on "Save & Close Settings".

Now, all booked appointments will be posted in your chosen Slack channel.