Connect CopilotGTM with Slack

    Install the CopilotGTM Slack integration to bring deal updates, reminders, risks, and buying group signals into your Slack workspace.

    Log in to install Slack

    How to install

    1. Log in to app.copilotgtm.com
    2. Open the Activity Bar
    3. Click Integrations
    4. View the list of available integrations
    5. Select Slack
    6. Click Connect
    7. Review the permissions in Slack
    8. Click Allow
    9. Return to CopilotGTM and confirm the connection

    Note: Slack is connected at the organization level. Make sure you are logged in to the correct CopilotGTM organization before installing.

    What the Slack integration does

    • Receive deal updates, risks, and reminders
    • Track stakeholder and buying group signals
    • Ask deal-related questions
    • Take timely action on opportunities

    Who can install

    • A CopilotGTM account
    • Access to the right CopilotGTM organization
    • Permission to manage integrations in CopilotGTM
    • Permission to install apps in your Slack workspace

    Note: If your Slack workspace requires admin approval, Slack will guide you through the approval process.

    Disconnecting Slack

    You can disconnect Slack anytime from:

    Activity Bar → Integrations → Slack → Disconnect

    You can also manage the app from your Slack workspace settings.

    Need help?

    Need help with the Slack integration? Contact us at support@copilotgtm.com

    Log in to install Slack