by Helfertech

The integration between Slack and SuiteCRM keeps the team updated by telling what's happening in the SuiteCRM with real-time Slack messages. This communication between Slack and SuiteCRM is supported by the workflow module.

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Admin Guide

Pre-requisites

Generate Client Id and Client Secret

1- Go to app.slack.com 2- Click on 'Create App'.

create app.png

3- Choose 'From Scratch'.

from scratch.png

4- Enter App and workspace name to create App.

app name.PNG

5- In the Basic Information section, scroll down to 'App Credentials'. Client Id and client secret have been generated.

client id, secret.png

To start using Slack integration plug-in, perform the following steps:

1. Go to the Admin panel

Admin.png

2. Select 'Configure License' from Slack Integration panel.

configure license.png

3. Configure License

Enter the License Key to validate and then continue.

Validate1.png

4. Configure Slack

configure slack.png

5. Enter Client ID and Client secret

Configure Slack by entering Client Id, Client Secret, and site URL.

slack client id and secret.PNG

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