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.
Two ways a channel gets notified
Every connected Slack channel can receive notifications from two separate sources. Knowing which one is posting makes the settings much easier to reason about.
Standard notifications — what Knock2 sends to the channel on its own as visitors are identified. These are controlled on the Notifications tab of the channel's settings page: the New contacts identified and New accounts identified switches, each with an optional filter.
Plays — automations you build under Plays that choose a Slack channel as a destination. A Play uses its own filters and posts whether or not the channel's standard notification switches are on.
The channel's settings page has a Plays tab listing every Play that posts to it, so you can always see both sources. If a channel keeps receiving notifications after you turn a switch off, a Play is sending them. See Using Slack as a Play Output.
Account and contact notifications
Standard notifications can be enabled separately for:
New accounts identified — company-level activity and identification
New contacts identified — 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.
Note: If Knock2 identifies a contact for a given account, only the contact notification will be sent — no separate account notification will fire for the same visit. This prevents duplicate alerts. You can still view the associated account record in the dashboard.
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. You choose exactly which fields appear on the Message format tab of each channel's settings page.
Configuring Slack notifications
Slack notifications are configured directly from the Knock2 dashboard.
From Settings → App Marketplace → Slack (or Settings → Slack), you can:
Connect a Slack channel, and add more channels later with Add channel
See every connected channel and open any of them with Configure
A channel's settings page has four tabs, and every change saves as you make it:
Notifications — turn New contacts identified and New accounts identified on or off, and filter each one. The filter dropdown offers All contacts, any saved view from your Contacts or Accounts page (e.g., Lead Score ≥ 50), or Custom conditions for this channel, which are rules that belong only to that channel.
Plays — the Plays that post to this channel
Message format — which fields appear in the contact and account cards, with a live preview
Actions — which buttons appear under each notification
This lets you control both volume and relevance, keeping Slack useful instead of noisy. Leads that don't meet your filter criteria will still appear in the dashboard — they just won't generate a standard Slack notification.
Qualifying and disqualifying leads from Slack
Each Knock2 Slack notification includes two action buttons:
👍 Qualify
👎 Disqualify
These actions allow your team to give immediate feedback on an account or contact directly from Slack. The decision is saved on the record in Knock2 and is visible to your entire team.
Understanding the qualification button states
The appearance of the Qualify and Disqualify buttons changes depending on whether a decision has already been made for that lead:
No decision made yet — Both buttons appear in their default (unselected) state.
A decision has been made — The selected button will appear highlighted. If the lead was qualified, the Qualify button is highlighted; if disqualified, the Disqualify button is highlighted. This lets anyone on your team immediately see that the lead has already been reviewed.
Additionally, when a qualification decision is made:
First time — Slack will add a 👍 or 👎 emoji reaction to the notification message and thread a confirmation message showing who made the decision (e.g., "Qualified by @david").
Subsequent decisions — If the same lead is reviewed again (e.g., they return to your site), the button will reflect the prior decision in color: green for qualified, red for disqualified.
Note: Contacts and accounts are qualified or disqualified independently. If you disqualify a contact, the associated account is not automatically disqualified — this is intentional, since the account may still be a good fit even if that specific person isn't the right contact.
Why qualification status matters
Qualification and disqualification are not just visual signals in Slack. That status is stored on the account or contact record in Knock2, which means it can be used for:
Filters and views in the dashboard
Play 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.