Lumenbase

    How to Set Up Slack Integration

    Team Feature

    Connect Slack for real-time deal notifications, slash commands, and team collaboration.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 4, 20266 min read

    Why Connect Slack to Your CRM?

    Most sales teams already live in Slack. Rather than forcing reps to constantly switch between apps, connecting Lumenbase to Slack brings critical deal updates, task reminders, and team notifications directly into your existing workflow.

    The integration works in both directions. You get automatic notifications when deals move, tasks come due, or leads engage, and you can take quick actions without leaving Slack. You can also trigger notifications from automations.

    Real-time Notifications

    Deal stage changes, new leads, task reminders, and mention alerts delivered instantly.

    Channel Subscriptions

    Route specific updates to dedicated channels: deals to #sales, support issues to #cs.

    User Mapping

    Link Slack users to CRM profiles for @mentions that actually reach the right people.

    Slash Commands

    Look up contacts, log activities, and check pipeline status without opening the CRM.

    Setting Up the Integration (Admin Only)

    Only workspace admins can connect Slack to Lumenbase. The process takes about five minutes and requires permission to install apps in your Slack workspace.

    1

    Navigate to Integrations

    Go to Settings → Company Settings → Integrations → Slack. You'll see a "Connect Slack" button if no connection exists yet.
    2

    Authorize the Connection

    Clicking Connect opens Slack's OAuth flow. Approve the permissions Lumenbase requests: the ability to post messages, read channel membership, and respond to slash commands.
    3

    Select a Default Channel

    Choose where general notifications should go. This is typically a team channel like #sales or #crm-updates. You can override this per notification type later.
    4

    Map Users (Recommended)

    For @mentions to work correctly, map each Lumenbase user to their Slack identity. The system attempts auto-matching by email, but you should verify the mappings manually.
    If your team uses Slack Enterprise Grid, you may need to request app approval from your Slack admin before the OAuth flow will complete.

    Configuring Channel Subscriptions

    Channel subscriptions let you route different types of updates to specific Slack channels. This keeps noise down. Your #executive-team channel doesn't need to see every task reminder, and your #sales-ops channel probably wants different updates than #customer-success.

    Available Notification Types

    NotificationTriggerSuggested Channel
    Deal Stage ChangeAny deal moves to a new pipeline stage#deals or #sales
    Deal WonDeal marked as closed-won#wins or #company-wide
    Deal LostDeal marked as closed-lost#sales-ops
    High-Value Deal CreatedDeal created above threshold#leadership
    Task DueTask reaches due dateDM to assignee
    Task OverdueTask passes due date without completion#sales-ops
    Lead AssignedNew lead assigned to a repDM to owner
    Weekly DigestSummary of pipeline activity#sales-weekly

    Each subscription can be configured with filters. Want deal notifications only for opportunities over $50k? Set a value threshold. Only care about specific pipeline stages? Filter by stage.

    User Mapping Explained

    User mapping connects each Lumenbase user account to a Slack user ID. When someone is @mentioned in a notification (say, the deal owner), the system knows which Slack user to ping.

    How Matching Works

    • Email Match: System first tries to match by email address (most reliable)
    • Name Match: Falls back to matching by display name if emails differ
    • Manual Override: Admins can manually link any Lumenbase user to any Slack user
    Unmapped users won't receive direct Slack notifications. Their name will appear as plain text instead of a clickable @mention. Check your mapping after adding new team members.

    Using Slash Commands

    Slash commands let you interact with Lumenbase without leaving Slack. These work in any channel where the Lumenbase app is present.

    CommandWhat It Does
    /lumen search [query]Search contacts, companies, or deals by name
    /lumen deal [name]Show summary of a specific deal
    /lumen pipelineDisplay your current pipeline stats
    /lumen tasksList your tasks due today and overdue
    /lumen log [contact] [note]Quick-add an activity note to a contact

    Search results appear as interactive cards. Click through to open the full record in Lumenbase, or use the quick-action buttons to log a call, schedule a task, or update the deal stage, all without leaving Slack.

    Notification Formatting

    Notifications are designed to be scannable. Each one includes the essential context (deal name, value, stage, owner) without overwhelming the channel with walls of text.

    Interactive Elements

    • Action Buttons: Quick actions like 'View Deal' or 'Mark Complete' appear as buttons
    • Threaded Replies: Related updates (like multiple stage changes) group into threads
    • Rich Previews: Deal and contact cards show key fields inline
    • Emoji Status: Visual indicators for deal health and task priority

    Troubleshooting Common Issues

    Notifications Not Appearing

    1. Verify the Slack connection is active in Company Settings → Integrations → Slack
    2. Check that channel subscriptions are configured for the notification type
    3. Confirm the Lumenbase app is added to the target channel
    4. Review notification filters. They may be excluding the updates you expect

    @Mentions Not Working

    If names appear as plain text instead of clickable mentions, the user mapping is likely incomplete. Go to Settings → Integrations → Slack → User Mapping and verify all active team members are linked.

    Slash Commands Not Responding

    This usually means you haven't added the Lumenbase app to the channel. Type/invite @Lumenbase in the channel, then try your command again.

    Integration Settings: Company Settings → Integrations → Slack
    Channel Subscriptions: Slack settings → Subscriptions tab
    User Mapping: Slack settings → User Mapping tab
    Command Help: Type /lumen help in Slack

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