Integration for Slack

UnderFive App for Slack

Connect your sales workflows with Slack to receive real-time notifications, manage prospect conversations, and track campaign performance without leaving your workspace.

AI Component Disclaimer

UnderFive uses AI to generate automated responses and analyze prospect interactions. While our AI is designed to provide helpful and accurate information, it may occasionally generate inaccurate or unexpected responses. We recommend reviewing AI-generated content before sending it to prospects.

How UnderFive Works in Slack

Our integration for Slack brings your entire sales workflow into your team communication platform, enabling seamless collaboration and faster response times.

Real-Time Notifications

Get instant alerts in your Slack channels when prospects reply to your campaigns

Direct Reply Management

Respond to prospect messages directly from Slack without switching platforms

Meeting Scheduling Updates

Receive notifications when meetings are scheduled, rescheduled, or cancelled

Campaign Performance

Get daily summaries of your campaign metrics and engagement rates

How to Get Started

Connect the UnderFive app for Slack through your dashboard

1

Log in to UnderFive

Visit app.underfive.ai and log in to your account.

2

Navigate to Integrations

Go to Settings → Integrations and find the Slack integration card.

3

Connect to Slack

Click "Connect Slack" and authorize the necessary permissions for your workspace.

4

Configure Notifications

Choose which channels receive specific notification types and customize your alert preferences.

How It Works in Practice

Understand which actions in UnderFive trigger messages in Slack and how the bot responds

Prospect Reply

When a prospect replies to your outreach campaign, UnderFive posts a notification in your designated Slack channel with the reply content and quick action buttons.

Meeting Booked

When a prospect books a meeting through your calendar link, a notification appears in Slack with meeting details and attendee information.

Bot Commands

Use slash commands like /underfive stats to get real-time campaign statistics or /underfive inbox to view your latest prospect messages.

Required Permissions

The UnderFive app for Slack requires the following OAuth scopes to function properly

assistant:write

Enables the app to use Slack AI features for enhanced automation

channels:join

Allows the app to join public channels when invited

chat:write.public

Permits sending messages to public channels without joining them first

chat:write

Allows sending messages as the UnderFive bot

commands

Enables slash commands for quick access to UnderFive features

incoming-webhook

Allows posting notifications to your designated channels

Data Collection & Privacy

We take your privacy seriously and are transparent about how we handle your data

What Data We Collect

The UnderFive app for Slack collects the following information:

  • Workspace and channel information where the app is installed
  • User IDs and display names of team members who interact with the app
  • Message content when using slash commands or bot interactions
  • Webhook URLs for sending notifications to your channels

How We Use Your Data

Your Slack data is used exclusively to:

  • Send notifications about prospect interactions and campaign updates
  • Enable two-way communication between Slack and UnderFive
  • Provide analytics and reporting features within Slack
  • Improve our integration for Slack based on usage patterns

Data Retention

Slack integration data is retained while your account is active and for up to 12 months after account closure or app removal. You can request deletion of your data at any time by contacting [email protected].

Need Help?

Our support team is here to assist you with installation, configuration, or any questions about the UnderFive app for Slack.