Global integration users are used to receiving CRM API alerts via email - the ones that have [SFDC] API Error or [Hubspot] API Error in their subjects.
Sometimes, these emails may get lost in the inbox, or global integration users would probably like more people within their company to receive these errors - like a CRM admin or a backup if the integration user is OOO, for example.
Slack notifications in a channel might be a good solution for these scenarios, so we'll cover how to build them in this article.
1. Create a channel in Slack
The first step would be to create a channel in your organization's Slack to start receiving these alerts. If you want to forward the alerts to an existing channel, you can just go ahead and skip step 2.
Right next to "Channels," "Create," and finally, "Create channel":
Next, you'll be able to name your channel, add a description, and select if it should be private or not:
Once you're done, hit "Create," and you'll be able to start adding the required people to the channel, or "Skip for now" and do it later:
2. Create a Workflow in your Channel
The next step would be adding a workflow to the channel you recently created or want to use.
Click the arrow right next to the channel's name, then "Integrations," "Send Emails to this channel," and finally, "Get Email Address":
Once you have a pop-up with the mail details, copy and save it, as we'll use them in the next steps. You can follow the same steps multiple times if the channel is active to copy the mail address once you need it.
3. Test the Mail integration
We can test if the mail integration worked before moving to the next steps. Open your email provider (GCal, Office 365), pick one email alert - or any random email - and forward it to the mail address you copied from step 2:
If it worked, the email should pop up in the channel, like the example below:
4. Setup a rule in your mail provider to auto-forward the alerts
The mail alerts should contain the following subject, based on the CRM you have integrated with Chili Piper (Salesforce or Hubspot):
- [Chili Piper Alert] SFDC API Error
- [Chili Piper Alert] Hubspot API Error
Let's create a rule to automatically forward these emails to the Slack channel previously created.
Click the "Show search options" icon in Google Calendar's search box. Type "firstname.lastname@example.org" in the From field and the subject provided above in the Has the Words field, then hit "Create Filter":
Click the "Add Forwarding Address" button right next to "Forward it":
Click "Add a forwarding address" again, including the mail address we saved in step 2, and follow the steps:
A mail confirmation will be sent to the channel with a confirmation link. Copy/paste the link in your browser to confirm, and that should do it.
In Outlook, click Settings > View all Outlook settings > Rules:
Now, we're going to click "Add New Rule" and:
1. Create a name for your rule.
2. Add the following conditions:
Subject Includes: [Chili Piper Alert] SFDC API Error or [Chili Piper Alert] Hubspot API Error (use only one of the options based on your CRM integrated)
3. Add "Forward To" as an action, and paste the Slack mail address you have from step 2.
4. Click Save.
Here's what it should look like: