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ClientTurn

Integrations

Connecting Slack

Post new-lead, handover, booking and warm-prospect alerts, and an optional daily digest, into a Slack channel your team already watches

2 min readUpdated 27 September 2026

Slack is a notification channel only. Connecting it changes nothing about how leads are handled.

1. Connect Slack

  1. Step 1: Open Settings → Connections, find Slack under Messaging and choose Connect, then Connect again in the panel.
  2. Step 2: Choose the Slack workspace and approve. ClientTurn asks only for permission to post messages.

2. Choose the channel

  1. Step 1: In Slack, open the channel you want alerts in and type /invite @ClientTurn. Without the invite, alerts to that channel fail.
  2. Step 2: Open the channel's details (its About panel) and copy the channel ID, which looks like C0123456789.
  3. Step 3: In ClientTurn, open Settings → Workspace. The Slack alerts card appears once Slack is connected. Paste the ID into Slack channel ID and save.

3. Choose what is posted

Under What goes to Slack on the same page, switch each alert on or off:

AlertSent when
New leadA lead arrives and follow-up starts
HandoverA conversation needs a person, whether a human or the assistant asked for it. Also sent when the assistant asks your team to confirm one thing in the background while it keeps the conversation
BookingA lead books an appointment
Warm prospectA Find Leads run surfaces contactable prospects
Daily digestOne summary each morning: leads in, bookings, handovers and assistant activity

Choose Save Slack alert settings.

Checking where alerts go

Open the Slack card's Manage panel in Settings → Connections. Under Alert channel it shows the channel ID alerts are posted to, or says no channel is chosen yet, in which case nothing is posted. The link beside it takes you to the Slack alerts card in Settings → Workspace to choose or change the channel.

Handover alerts include buttons so someone can acknowledge or resolve the handover from Slack.

Related

Screenshots

The Slack alerts card with the channel ID, and What goes to Slack with new lead, handover, booking and warm prospect alerts ticked
Figure 1Choose the channel and which alerts it receives
The Slack panel showing the alert channel and the link to change it in Workspace settings
Figure 2Check which channel alerts are posted to

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