Setup

Notifications in Slack and Microsoft Teams

Send CRM alerts to a Slack or Microsoft Teams channel using an Incoming Webhook (BYO model), including from Automations.

You can have the CRM post messages to a Slack or Microsoft Teams channel. The model is BYO ("bring your own"): you create an Incoming Webhook in Slack/Teams and paste the URL into the CRM. We simply make a POST to that URL when there is something to alert about, with no OAuth, no account and no cost on our side.

The integration starts inert: nothing is sent until you paste the URL and activate. The webhook URL is treated as a secret. It is stored encrypted in the CRM and is never displayed back.

Prerequisites

A Slack workspace OR a Microsoft Teams team where you can create an Incoming Webhook (usually requires workspace/channel administrator permission).
A destination channel chosen to receive the alerts.
In Sellio, administrator access to paste the webhook URL in Settings → Integrations.

Step 1: Create the Incoming Webhook

Slack: go to api.slack.com/apps, create an app in your workspace, enable "Incoming Webhooks", click "Add New Webhook to Workspace" and choose the channel. Copy the generated URL (starts with https://hooks.slack.com/services/…).

Microsoft Teams: in the desired channel, open "..." → "Connectors" (or "Workflows/Incoming Webhook"), add the "Incoming Webhook" connector, give it a name and copy the generated URL (contains webhook.office.com).

Step 2: Paste the URL into the CRM

Open Settings → Integrations and find the "Slack notifications" or "Microsoft Teams notifications" card.
Paste the Incoming Webhook URL. Optionally enter a channel label (e.g., #sales) just for your reference.
Click "Save webhook". The URL is stored encrypted and is never displayed back.
Click "Activate" and then "Send test" to confirm the message reaches the channel.

Step 3: Alert the channel from Automations

In Settings → Automations, create a rule (for example, "when an opportunity moves to Won") and add the action "Notify channel (Slack/Teams)". Choose the channel and write the message. You can insert record data with {{field}}, for example: "New sale: {{name}}, $ {{amount}}".

💡 The message is sent right after the record is saved, best-effort: if the channel is not configured or Slack/Teams is down, the automation does not fail and the rest of the rule continues. If you try to "Send test" without having pasted the URL, the CRM warns you clearly and nothing is sent.

Treat the webhook URL as secret: anyone who has the URL can post to the channel. To change it, paste a new URL and save; to turn it off, click "Deactivate".

How to test

After pasting the URL and activating, click "Send test" on the card.
Open the Slack/Teams channel and confirm the test message arrived.
Create a simple automation (e.g., opportunity moved to Won) with the "Notify channel" action, trigger it and confirm the real alert in the channel.

Troubleshooting

"Send test" warns that the URL is missing: paste the Incoming Webhook URL and save before testing.
The message does not reach the channel: the URL may be incomplete/expired. In Slack, the webhook is revoked if the app is removed, so recreate it and paste the new URL (it must start with https://hooks.slack.com/services/). In Teams, recreate the "Incoming Webhook" connector (URL contains webhook.office.com).
404/403 when sending: the URL was revoked in Slack/Teams or the channel was deleted. Generate a new URL and replace it in the CRM.
The automation does not alert: confirm the integration is "Activated" and that the rule has the "Notify channel (Slack/Teams)" action pointing to the right channel. Sending is best-effort, so if the channel fails, the automation does not break.

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