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Slack

Send workspace notifications to a Slack channel when important events happen in Pana — for example, when a new lead is captured.

What you get​

  • Automatic Slack messages when Pana creates in-app notifications (lead captured, assignments, and other workspace alerts).
  • Rich lead details for new captures — name, email, company, event, interest level, and notes.
  • One channel per workspace — you choose where messages go when you connect.
  • One connection per workspace — workspace admins connect Slack once for the whole team.

Slack is not a CRM sync. It does not import contacts from Slack or sync leads both ways. It posts notification messages to a channel your team picks at connect time.

Before you start​

  • A Slack workspace where you can install apps.
  • Permission to install apps in that Slack workspace (ask your Slack admin if needed).
  • Workspace admin access in Pana.

Connect Slack​

  1. Go to Settings → Integrations.
  2. Find Slack (search “Slack” if you do not see it).
  3. Click Connect.
  4. In Slack, choose your workspace and pick the channel where notifications should be posted.
  5. Click Allow to approve access.
  6. Return to Pana when authorization completes.

After a successful connect, the integration card shows:

  • Default Channel — the Slack channel you chose
  • Connected At — when the connection was made

If no channel appears on the card, disconnect and connect again, and make sure you select a channel on Slack’s install screen.

What triggers Slack notifications?​

When Slack is connected, Pana sends a message to your chosen channel alongside in-app notifications.

EventWhat appears in Slack
New lead capturedLead details (name, email, company, event, interest level, notes) with a link to open the lead in Pana
Other workspace alertsTitle, short description, and link back to Pana

:::tip Private channels If you chose a private channel, invite the Pana app to that channel in Slack (channel menu → Integrations → add the app, or /invite the bot). :::

Change the notification channel​

Disconnect Slack under Settings → Integrations, then connect again and pick a different channel in Slack.

Disconnect​

Turn off the toggle on the Slack card. New notifications stop posting to Slack. Messages already sent in Slack are not removed.

Troubleshooting​

IssueWhat to try
Cannot install the appAsk a Slack workspace admin to approve the install, or choose a public channel you are allowed to post to.
Connected but no channel shownDisconnect and reconnect; select a channel when Slack asks during install.
Connected but no messages in SlackConfirm the Pana app is in the target channel (especially for private channels). Capture a test lead or trigger a notification in Pana.
Authorization error in SlackTry connecting again from Settings → Integrations. If it keeps failing, contact your Pana administrator.

Need more help?​

Contact your Pana workspace administrator or support if Slack will not connect or messages are not arriving.