Overview
The Slack integration makes it easy to bring Scratchpad updates into your team’s Slack workspace. This ensures your team stays aligned without needing to switch between tools.
With the Slack integration, you can:
Send automation notifications to Slack – push reminders, alerts, and workflow triggers into channels so nothing gets missed.
Share hygiene leaderboards to Slack – keep the team accountable with real-time visibility into CRM hygiene and deal health.
Send post-call notifications to Slack – see key takeaways and suggested updates from customer conversations instantly
Adding Slack
This integration is company-wide and does not need to be enabled at the user-level.
Navigate to Settings in the bottom-left corner of your Scratchpad homepage
Select General from the left menu bar and Connect Slack
FAQ
What permissions are required when initially adding the Slack integration?
When adding the Slack integration, Scratchpad will request permission to:
View basic info about public channels in your workspace
View messages and content in public channels and direct messages it's added to
View workspace member names and email addresses
Join and manage public channels it's added to
Send messages via the Scratchpad app