Slack integration
Get instant Slack alerts for leads, orders, and site events
Notify your team in Slack when forms submit, orders arrive, or deals move — without checking dashboards all day.
Why connect Slack
Real-time notifications
Post formatted messages to Slack channels when forms submit, orders complete, subscriptions churn, or deals close.
Customizable message templates
Include contact details, order totals, product names, and links to Cliux records — tailored per event type.
Channel routing rules
Route sales leads to #sales, support tickets to #support, and high-value orders to #leadership automatically.
Slash commands (optional)
Query Cliux contact and order data from Slack with slash commands on Enterprise plans.
How to set up Slack
- 1
Install Cliux Slack app
Integrations → Slack → Add to Slack. Authorize the Cliux app for your workspace.
- 2
Select notification channels
Choose default channels for leads, orders, and errors. Create dedicated channels like #cliux-leads if preferred.
- 3
Configure event triggers
Enable notifications for form types, order thresholds, pipeline stages, and failed payment events.
- 4
Send a test notification
Trigger a test event from Cliux settings and confirm the message appears in your Slack channel with correct formatting.
FAQ
Can different sub-accounts use different Slack workspaces?
Yes. Each Cliux sub-account connects its own Slack workspace and channel routing rules independently.
Are messages threaded?
Follow-up events on the same contact or order can thread under the original notification to reduce channel noise.
Can I @mention team members?
Yes. Configure @channel, @here, or specific user mentions for high-priority events like large orders or VIP leads.
Does it replace Cliux automations?
No. Slack handles team notifications. Use Cliux automations for email, CRM updates, and multi-step workflows.
Connect Slack in minutes
Start free — no credit card required. Enable integrations from your dashboard.
Start for free