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Send qualified leads to Slack

Connect one Slack workspace, pick a channel, and choose which lead events post there. Includes what the card shows and how to test it.

Updated 3 min read Solo and above

Slack is the fastest way to get a qualified lead in front of a person. Embers posts one card per event into a single channel, with the score, the reason the person matched, the evidence, and a suggested opening line.

Before you start

  • You need permission to install apps in your Slack workspace, or someone who does.
  • Decide which channel should receive leads. A quiet, dedicated channel beats a busy one.
  • If you want a private channel, invite the Embers bot to it before you pick it.

Connect Slack

  1. Open Settings, then Integrations

    In the Embers app, go to Settings, then Integrations (/settings/integrations). Slack is in the list of destinations.

  2. Install the Embers Slack app

    Choose Connect Slack. Slack asks you to approve the bot. Embers requests chat:write, chat:write.public, channels:read, and groups:read: enough to list channels and post, and nothing that reads your messages.

    Slack sends you back to the Integrations screen when the install is done.

  3. Choose one channel

    Pick the channel Embers should post into. Public channels appear automatically. A private channel only appears once the Embers bot has been invited to it.

    There is one channel per account. Embers cannot route different events to different channels yet.

  4. Choose which events post

    Four events can be delivered:

    EventWhat it meansDefault
    New leadsA scored engager matched your ICP or was approved manuallyOn
    Engagement and signal refreshesA lead you already have engaged again. One message per lead per scanOff
    Status changesA lead moved to a different pipeline statusOff
    Report readyA report finished generating. The message links to itOff

    A new install starts with New leads only. Turning everything on in a busy account produces a lot of messages, so add the others one at a time.

    There is also a master switch. Turning it off keeps the install and your event choices, and stops the posting.

  5. Send a test message

    Use Send test. Embers posts a card built by the same code as a real delivery, prefixed with Test, so you can check the channel and the formatting before a real lead arrives.

What the Slack card shows

Each lead card is built to answer one question: is this person worth a message right now?

  • Header: the person’s name and company.
  • Fields: the score, the ICP verdict, and the strongest signal.
  • Why now: one sentence explaining what they just did.
  • Evidence: a short quote from the post or comment, its source, and a link to it. Left out when there is nothing to quote.
  • Suggested open: the stored DM draft. It is a draft to edit, and you send it from LinkedIn yourself.
  • Contact: email and phone, but only when Embers already has them stored. If contact information has not been found, the row is left out rather than showing an empty placeholder.
  • Buttons: Open in Embers and a link to the LinkedIn profile.

Report events post a shorter card with an Open report button.

Retries and pauses

Slack delivery uses the same retry schedule as webhooks: the first attempt plus seven retries, spread from 30 seconds out to roughly 6.3 days. Rate limits and Slack server errors are retried.

Some Slack errors are terminal and pause the installation instead of retrying: the token was revoked, the channel was deleted or archived, or the bot was removed from the channel. When that happens, Embers stops posting and shows the reason on the Integrations screen. See Slack delivery is paused for how to fix each case.

Delivery history is kept for 30 days and shown on the Integrations screen, with the state, any error, and the HTTP status of each attempt.

Frequently asked questions

Can Embers post different events to different channels?
Not today. One Slack workspace, one channel, and a set of event filters that apply to that channel.
Does a test message create anything in my CRM?
No. Tests are sent as a webhook.test event, which never creates a CRM record. The card is built by the same code as a production message, so what you see is what you will get.

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