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Turn analytics signals and insights into Slack alerts to help GTM teams identify opportunities, personalize outreach, and prevent churn. All without writing a single line of code.
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Turn analytics signals and insights into Slack alerts to help GTM teams identify opportunities, personalize outreach, and prevent churn. All without writing a single line of code.
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In this guide, we will show you how to connect Slack to Census.
Have your Census account ready. If you need one, (or take a look at our ).
Have your Slack account ready.
Have the proper credentials to access to your data source. See our for each supported data source for further information.
In the page in Census, Click the New Destination button in the top right, and select Slack.
If you are not already logged in to Slack, you will be redirected to a page to log in to Slack to authorize your account to use Census. Once you are logged in, you'll see a page like the image below, confirming you want to authorize Census.
Once you've authorized Census, you'll be redirected back to the Destinations page in Census and you should see your Slack connection there.
Navigate to the Dataset page in Census and click the Add Dataset button.
Here you can a write SQL query to select the data you want to send to Slack.
Once you have created your dataset, give it a useful name, and click Save Dataset.
You'll need to start by specifying how to identify entries in your data warehouse that should trigger a Sync:
For Source > Connection, select the data warehouse you connected in step 2.
For Source > Source, select the dataset you created in step 3.
For Destination > Connection, select Slack
For Destination > Object, Message should be auto-selected
Next, pick the column that uniquely identifies each record in your data source. Census will use this to identify new records that need to be used to send messages to Slack.
Select the Slack channel you'd like to send messages to.
Finally, use the text editor to customize the message that you wish to send.
To embed values from the trigger columns or to mention users or channels from your Slack account, use the dropdown that will appear. If the list is long, try the search function.
Click the Run Test button to see a single random record sent to your destination. For testing, you may want to temporarily change the destination message yourself.
Click the Finish button and you'll be taken to your new notification. You can now Schedule the sync to run on a schedule or run it manually yourself.
The Member ID can be used to mention specific channel members in a Slack message.
Example:
To add hyperlinks there are a couple of ways to include them based on your goal.
If you have a static list that won't be changing from record to record the template editor supports highlighting the text you want linked and copy and pasting the link to automatically hyperlink.
If you want dynamic hyperlinks that vary based on the record you can create a column within your source data formatted like the below and reference the hyperlink column in your message template.
Object Name
Supported?
Identifiers
Behaviors
Message
✅
Custom message template.
Send
See our for each supported data source for further information.
Navigate to the page in Census and click the New Sync button.
Learn more about all of our sync behaviors in our documentation.
if you want Census to support more Slack objects and/or behaviors.
via support@getcensus.com or start a conversation with us via the chat.
If you have questions about our privacy policy, you can check it out .
