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Messaging · Direct connection · Pro

Give the Slack channel a callback your team can act on.

The painting estimate needs a follow-up. Penny posts the call summary and captured details to the Slack channel your office watches, so the person returning the call can see what the customer asked for.

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The fields your office receives

Source fieldDestination
Lead, booking, message, or voicemail eventNotification heading
Call summaryMessage body
Captured intake detailsLabelled fields in the message
Direction
Penny posts to the Slack channel attached to your incoming webhook.
When it happens
Notifications are sent after the relevant call event is processed. Slack delivery is separate from any in-call booking or transfer.

This is an outbound notification connection. Penny does not read channel conversations or act on replies. Everyone with access to the channel can see the details posted there, so choose the destination to suit your intake.

Set up the connection

  1. 1

    Choose the working channel

    Pick the channel your office uses to review inquiries. Check its membership before sending caller details to it.

  2. 2

    Create a Slack incoming webhook

    Follow Slack’s app instructions to enable incoming webhooks and authorize a webhook for that channel. Your workspace may require an administrator to approve the app.

  3. 3

    Save the webhook in Penny

    Open Slack in Penny’s Integrations settings and save the incoming webhook URL. Treat that URL as a credential; enter it in the connection settings rather than a public channel.

  4. 4

    Send a test inquiry

    Call Penny and leave a marked test message. Open the channel and compare the notification’s summary and captured fields with the call.

Required fields used to prepare intake for a connection
Prepare the intake your Slack workflow needs. This is Penny’s existing required-fields control with sample data; the destination record is illustrated separately below.

Illustrative Slack notification

Heading
New lead
Summary
Caller requests an estimate for interior painting
Requested rooms
Kitchen and hallway
Callback
Caller-provided number, if captured
Sample Slack alert: the office sees the requested work and captured callback details together.

Check the first result

Confirm the test appears in the intended channel and reaches the people assigned to follow up. Check a message-taking call as well as a new lead.

Questions about this connection

Can a reply in Slack change Penny’s instructions?

No. This connection posts notifications to the incoming webhook you configure. Update Penny’s business settings in the dashboard and use your team’s process to assign the callback.

How do I know the connection is ready?

Confirm the test appears in the intended channel and reaches the people assigned to follow up. Check a message-taking call as well as a new lead.

Provider reference

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