Slack Notifications in Knock2
Slack notifications bring Knock2 insights directly into your team’s workflow, so you can review, discuss, and take action on accounts and contacts without living in the dashboard.
They are designed to surface important signals, provide shared visibility across your team, and let you make fast qualification decisions in real time.
What Slack notifications are used for
Slack notifications act as a real-time review layer for inbound activity processed by Knock2. Teams commonly use them to:
Monitor high-intent accounts and contacts
Share visibility between Sales, Marketing, and RevOps
Quickly decide which leads are worth follow-up
Create lightweight conversation around inbound signals
Capture qualification decisions without extra tools or steps
Rather than flooding your CRM or inbox, Slack becomes the place where decisions happen.
Account and contact notifications
Slack notifications can be enabled separately for:
Account notifications, company-level activity and identification
Contact notifications, person-level identification and enrichment
Each notification is sent after the lead has been processed by Knock2, ensuring the information you see is enriched and ready for review.
What information is included in a Slack notification
Depending on what data is available, a Slack notification may include:
Account or contact details
CRM company owner
CRM deal owner
Current CRM deal stage
A direct link to open the record in the Knock2 dashboard
Actions to qualify or disqualify the account or contact
This gives your team enough context to decide what matters without leaving Slack.
Configuring Slack notifications
Slack notifications are configured directly from the Knock2 dashboard.
From Settings → Slack, you can:
Connect your Slack workspace
Choose the channel where notifications are sent
Enable notifications for accounts, contacts, or both
Apply filters so only relevant leads trigger notifications
This lets you control both volume and relevance, keeping Slack useful instead of noisy.
Qualifying and disqualifying leads from Slack
Each Knock2 Slack notification includes two actions at the bottom:
👍 Qualify
👎 Disqualify
These actions allow your team to give immediate feedback on an account or contact directly from Slack.
When you click Qualify
The account or contact is marked as Qualified in Knock2
The qualification status is saved on the record in the dashboard
A 👍 thumbs-up emoji is automatically added to the Slack message
Anyone viewing the message later can see that the lead has already been reviewed
When you click Disqualify
The account or contact is marked as Disqualified in Knock2
The disqualification status is saved on the record in the dashboard
A 👎 thumbs-down emoji is automatically added to the Slack message
The decision is visible to your entire team in Slack
Why qualification status matters
Qualification and disqualification are not just visual signals in Slack.
That status is stored directly on the account or contact record in Knock2, which means it can be used for:
Filters and views in the dashboard
Workflow logic and automation
Suppression or prioritization rules
Preventing duplicate review across your team
Slack provides the action. Knock2 stores the decision and makes it usable everywhere else.