Slack

Get WhiteWhale signal alerts, account suggestions, and deal updates delivered directly to Slack.

What you’ll see in Slack

Once connected, WhiteWhale sends alerts directly to your Slack. Each alert includes the signal source, a quote or detail from that source, and a link back to the account in WhiteWhale or your CRM.

You can also receive alerts for account suggestions when new matches are found, and deal revival notifications if you have a CRM connected.

Step 1: Add the WhiteWhale app to your Slack channel

During onboarding you’ll be prompted to add the WhiteWhale app to your Slack workspace. Search for WhiteWhale in the Slack App Directory and add it to the channel where you want alerts to appear.

If you missed this during onboarding, you can add the app at any time from the Slack App Directory.

Step 2: Turn on your notifications

1. Go to Settings

   Click Settings in the left nav and scroll down to User Notifications.

2. Enable the notifications you want

   Notification	Delivered via	What it does
   Daily Signals	Slack	Alerts for net-new signals found on your accounts. Turn this on.
   Deal or Revive	Slack	Monitors closed-lost deals for new activity. Requires CRM connected.
   Assigned Accounts	Slack + Email	Notifies you when an account is assigned to you.
   Recommended Accounts	Slack	Notifies you when new Account Suggestions are found.
   Pipeline Overview	Email only	Weekly pipeline summary. Not delivered via Slack.
   Assignment Overview	Email only	Assignment summary. Not delivered via Slack.

   At minimum, enable Daily Signals and Assigned Accounts to get full value from the integration.

Step 3: Set up personal tagging

To get tagged in Slack alerts so you receive notifications, you need to connect your Slack Member ID to your WhiteWhale profile.

1. Find your Slack Member ID

   In Slack, click your profile picture or name. In the profile panel that opens, click the three-dot menu (⋯) and select Copy Member ID.

2. Add it to WhiteWhale

   In WhiteWhale Settings, paste your Member ID into the Slack ID field and click Save.

Once saved, WhiteWhale will tag you directly in alerts for your accounts.

Related

Microsoft Teams

Set up signal alerts in Microsoft Teams.

How to See All New Signals

Find recent signal activity in the platform.

HubSpot

Connect your CRM to unlock deal revival alerts.