How to integrate CallConnect with Slack to receive notifications in Slack when a call is received in CallConnect

In customer service and sales activities, phone response is extremely important. By utilizing Yoom to integrate CallConnect with Slack, it becomes possible to automatically notify Slack when a call is received on CallConnect. This helps prevent missed calls by notifying through the chat tool. Additionally, since call history is accumulated in Slack, information sharing among team members can be simplified. This article explains how to set up the flow of automatically notifying Slack when a call is received on CallConnect and the benefits of implementing it.

Recommended for

Those who use both CallConnect and Slack
Team leaders who want to efficiently share and manage call responses with their team
Personnel who want to improve phone response speed in customer service and sales activities
Executives or managers who want to centralize call history management and streamline phone responses

Benefits and Examples of Integrating CallConnect and Slack

Benefit 1: Preventing Missed Calls

By integrating CallConnect with Slack, notifications are automatically sent to Slack when there is an incoming call on CallConnect.
For example, sales representatives can check call information via Slack notifications even when they are out, which helps prevent missed calls and response omissions.

Benefit 2: Efficient Information Sharing

With this integration, everyone can share call information on Slack and quickly determine who should respond.
For example, when the customer support team handles customer inquiries, they can grasp the situation through Slack notifications and pass the task to the most suitable member.
This can lead to improved customer satisfaction.

Benefit 3: Easy Management of Call History

By incorporating the integration of CallConnect and Slack, call history is automatically accumulated in Slack, allowing easy reference to past call records.
For instance, when a follow-up call is needed later, checking the call history allows you to confirm the response status and details.
Additionally, analyzing call history on Slack can lead to business improvements.

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How to Notify Slack When a Call is Received on CallConnect

This can be achieved by receiving call information on CallConnect using CallConnect's API and notifying Slack using Slack's API. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

We will create it through the following major processes.

Register CallConnect and Slack as My Apps
Copy the template
Set up the CallConnect trigger, which serves as the starting point of the flow, followed by the Slack operation settings
Turn on the trigger button and verify the integration operation between CallConnect and Slack

If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Integrate CallConnect and Slack with My Apps

First, register CallConnect as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

An app list and search bar will be displayed, so use either to select CallConnect.

When the following screen is displayed, check the description, enter the "Account Name" and "Access Token," and click Add.

This completes the integration of CallConnect as a My App.

Next, proceed to register Slack as a My App.
Similarly, search for Slack from the app list or search bar.

Enter the workspace URL and click "Continue."

When the following screen is displayed, click "Allow."
This completes the integration of Slack as a My App.
If you have any questions, please refer to here.

Once both My Apps registrations are complete, CallConnect and Slack will be displayed in My Apps.

Next, let's proceed with the settings using the Flowbot template.
Log in to Yoom and click "Try it" on the banner below.

The message "Template has been copied!" will be displayed, and clicking "OK" will complete the copy.

Step 2: Set the Trigger

Next, set the trigger for CallConnect. Click on "When a webhook is received".

Check the "Account information to integrate with CallConnect".
You can freely change the "Title", but leave the trigger action as it is and click "Next".

Next, set up the "Webhook event reception settings".
Check the steps and proceed with the settings.

After setting, click "Test".

When you run the test, information will be displayed in the output.
Confirm that the information is displayed and click "Save".

Step 3: Set the Action

Next, set the action for Slack.
Click on "Send a message to a channel".

Next, check the "Account information to integrate with Slack".
You can freely change the "Title", but do not change the execution action.

Perform the "API connection settings".
Select the "Channel ID to post to" from the candidates.

Set the content to be notified in the "Message" as desired.
You can use the output information obtained in the "Webhook event reception settings" from "Output".

After setting, click "Test".
If "Test successful" is displayed, click "Save".

Step 4: Verify the Automation of CallConnect and Slack

Finally, click "Turn on Trigger" to complete the automation settings.
Now, when a call is received in CallConnect, it will automatically notify Slack.

Here is the template used this time.

Other Examples of Automation Using CallConnect

There are many other examples of automation using CallConnect in Yoom, so here are a few introductions.

1. Flow to Add Incoming Calls to Google Sheets with CallConnect

With this integration, when a call is received in CallConnect, the incoming call information is automatically added to Google Sheets.
By automatically adding incoming call information to Google Sheets, you can centrally manage the information and easily check it.
This is expected to enhance information sharing.

2. A flow to delete CallConnect information when customer information is updated in Google Sheets

With this integration, you can automatically delete CallConnect information when customer information is updated in Google Sheets.
Since CallConnect information can be automatically deleted based on updates in Google Sheets, manual deletion is no longer necessary.
This helps prevent forgetting or making mistakes in deleting information, and is expected to improve the efficiency of information management.

3. Flow to Create Customer Information in CallConnect When Information is Added in Google Sheets

With this integration, when information is added in Google Sheets, customer information can be automatically created in CallConnect.
By automating the creation of customer information, you can accurately transfer information, leading to error-free information management.
This allows staff to focus on other tasks, which is expected to improve work efficiency.

Summary

The integration of CallConnect and Slack helps prevent missed calls, enhances information sharing, and streamlines call history management.
This can lead to improved operational efficiency and increased customer satisfaction.

Additionally, Yoom's app integration can be set up without any coding, allowing anyone to get started immediately. Please consider implementing it.