> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/features/integrations/slack.md).

# Slack

Zero for Slack is available to Zero customers and included with your Zero subscription.

Zero's Slack integration connects your Zero workspace to Slack so your team can receive CRM notifications in Slack channels. A new Slack bot chat experience is coming soon and is currently available only to selected workspaces behind a feature flag.

## What Zero for Slack does

Zero for Slack helps your team bring important CRM updates into the Slack channels where work already happens.

With the Slack integration, you can:

* Send configurable notifications from Zero to Slack channels
* Keep teams informed about customer, deal, and workflow updates
* Add the Zero bot to channels that should receive notifications

Coming soon, the Zero Slack bot will also let enabled users chat with Zero from Slack. You will be able to ask questions about your CRM in direct messages with the bot, or mention the bot in Slack channels and threads to ask about the conversation and related CRM data.

## Requirements

To connect Zero for Slack, you need:

* An active Zero workspace
* A Slack workspace
* Permission in Zero to manage workspace integrations
* Permission in Slack to install or approve apps for your workspace

The Slack bot chat experience is currently limited to workspaces where the feature has been enabled by Zero.

## Connect your Slack workspace

{% stepper %}
{% step %}

### Go to Workspace Settings >> Integrations

<figure><img src="/files/fQZxujcUp8gaFTPhdx0W" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Connect Slack Workspace

<figure><img src="/files/yCjUBL15EM6Y9gPglIHX" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add the Zero bot to the channels you want to receive notifications

Start typing "/"

<figure><img src="/files/0xs1hSl8ivkhoXVEi5dD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/x2L5Ru8E4O3VySOfZjCn" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Coming soon: Chat with the Slack bot

Slack bot chat is currently in limited availability and must be enabled for your Zero workspace before you can use it.

Once enabled, each user who wants to chat with Zero from Slack needs to connect their personal Slack account to Zero. This lets Zero associate Slack messages with the correct Zero user and apply that user's normal Zero workspace permissions when answering questions.

### Connect your personal Slack account

1. Open Zero.
2. Go to your personal settings.
3. Open Integrations.
4. Connect your Slack account.
5. Follow the Slack authorization flow.

If you mention the Zero bot before connecting your personal account, Zero will send you a private Slack message with a link to connect. In channels, that connection message is only visible to you.

### Chat in direct messages

You can send a direct message to the Zero bot in Slack, similar to any other Slack app or chatbot.

Use direct messages when you want to ask Zero about your CRM without bringing the conversation into a channel.

### Mention the bot in channels

You can also mention the Zero bot in a Slack channel or thread.

When the bot is tagged in a thread, Zero can use the previous messages in that Slack thread as context for the answer. This helps when the thread already contains the customer question, deal discussion, or context you want Zero to respond to.

Zero does not read the full message history of the channel. The bot only receives the Slack message event, the message where it was mentioned, and the relevant thread messages Slack makes available for that interaction.

If you mention the bot without adding a question, Zero will look at the recent thread context and try to answer the relevant request from the conversation. If there is no clear request, it will ask what you need help with.

## After installation

After approving the Slack permissions, you will return to Zero workspace settings. From there, you can choose where Zero should send Slack notifications and add the Zero bot to the Slack channels that should receive updates.

For Slack bot chat, each user also needs to connect their personal Slack account from their Zero personal settings before chatting with the bot.

## Privacy and data use

Zero uses Slack data only to provide the Slack integration and Slack bot functionality for your workspace.

Depending on how your workspace uses the integration, Zero may process:

* Slack workspace and channel information needed to connect the integration
* Slack user information needed to map Slack users to Zero users
* Messages sent directly to the Zero bot
* Thread messages where the Zero bot is mentioned
* Notification delivery information for messages Zero sends to Slack

Zero does not use Slack channel history for the bot unless the bot is directly messaged, mentioned, or added to a relevant notification workflow. The bot does not have access to full channel message history simply because it has been added to a channel.

Zero applies your Zero workspace permissions when answering questions through the Slack bot. Users should only receive answers based on the CRM data they are allowed to access in Zero.

Zero does not sell Slack data. Slack data is used to operate the integration, provide customer support, maintain security, and improve reliability.

For more information, see Zero's privacy policy: <https://zero.inc/privacy>

## Support

If you need help connecting Slack or using the Zero Slack bot, contact Zero support at <support@zero.inc>.


---

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