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How does the integration with Slack work?

A guide on how the trumpet x Slack integration works

Written by Rory Sadler

Get instant notifications on Slack when someone views, comments, shares or completes a step in the mutual action plan Widget within your pods.

Just click ‘Connect’ on the Integrations Dashboard and then select the workspace and channel you want the notifications to feed through to.

Note: this is a user level integration which means every user in your account has the option to set this up and select their own channel to send notifications to
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trumpet slack notification

Connect a single Pod to a Slack channel
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As well as your own personal Slack notifications above, you can now send one specific Pod's activity to a Slack channel — useful for keeping a deal team updated in one place.

  • Where to find it: open the Pod in the editor → Pod settings menu → Slack channel.

  • How to set it up: click Add, pick a channel in Slack, and you're done. The Pod menu shows Slack Connected 🟢 once it's linked. Hover to see which channel it's posting to and who connected it.

  • What gets posted: this follows the Pod's own notification settings (Pod settings → Notifications), so you control exactly which events go to the channel.

  • More than one channel: a Pod can be connected to several Slack channels at once.

  • Kept separate from your personal Slack: connecting a Pod's channel doesn't affect your own Slack notifications from the Integrations page, and vice versa.

  • Who can do it: anyone who can edit the Pod (owner, editors, admins) can add or remove a channel.

Please read our Privacy Policy here for more details on our integration with Slack

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