Connect Slack

Send new leads to a Slack channel, so your sales team sees who just became a lead without leaving Slack.

In short: the Slack integration posts a message to a channel you choose whenever a lead reaches the trigger you set: a lead stage, or a funnel you've saved. You choose what to send. The List is a short alert with the lead's name, email address, city and a link to their full profile, posted as soon as we capture their email address; it costs no credits and is available on the Free plan and the Pro plan. The Intelligence Brief is the full write-up, with the Focused Score, Outreach Starters, a summary of the visit and the research on the person and their company, posted once the visit ends; it needs the Pro plan and uses credits. Every message uses a fixed layout that can't be customized.

Step 1: Create a Slack app and get your API Token

Bread & Butter posts to Slack through a Slack app you create in your own workspace. The app gives you an API Token to paste into Bread & Butter.

1. Create a Slack App.

  1. Log in to your Slack management or developer account at https://api.slack.com/.
  2. Click Your Apps, then click Create an App.

  3. Select Blank app.

    Create a Slack app

  4. Enter an App Name (e.g., "Bread & Butter Bot") and select your company's Workspace. The App Name is the name your lead messages are posted under in Slack.
  5. Click Create.

2. Configure Permissions.

  1. In the left sidebar menu, select OAuth & Permissions.
  2. Scroll down to the Scopes section.
  3. Under Bot Token Scopes, click Add an OAuth Scope.

  4. Type in chat:write.public   and select it.

    Bot Token Scopes

Note: You may be prompted to add chat:write   as well. Click Add Scopes to confirm.

3. Install & Get Token.

  1. Scroll up to the top of the OAuth & Permissions page.
  2. Click Install to Workspace.
  3. Click Allow to authorize the app.
  4. Copy the Bot User OAuth Token (it usually starts with xoxb-  ).

Step 2: Create the integration in Bread & Butter

  1. In Bread & Butter, open Integrations and choose the Slack tile. If you already have integrations, click Add New first.
  2. Integration name: a name your team will recognize, like "Slack - Engaged Leads".
  3. API Token: paste the Bot User OAuth Token from step 1.
  4. Channel name: the Slack channel where you want leads posted (e.g., #sales-leads   or #general  ).
  5. Trigger: choose which leads are sent, either a lead stage (Engaged Lead is the default) or a funnel you've saved.
  6. What to send: List or Intelligence Brief. The List is available on the Free plan and the Pro plan. The Intelligence Brief needs the Pro plan; on the Free plan, choosing it opens the upgrade dialog.
  7. Click Save & close. The new integration appears on your Integrations page, with a switch to pause it at any time.

To post different leads to different channels, for example Engaged Leads to #sales-leads   and a funnel of high-scoring visitors to #hot-leads  , create one integration for each.

What arrives in Slack

Leads are only sent once we've captured their email address. Leads who were already in the stage or funnel when you saved the integration aren't sent; it acts on new arrivals from then on. Each message starts with New lead or Repeat visit. Repeat visit means this is the person's second or later visit to your website, not the second message about them in Slack.

The List. Posted straight away, as soon as we capture the lead's email address. It shows New lead or Repeat visit, the lead's name, their email address, their city and country, and a View full profile in Bread & Butter link. It's built to be read at a glance, so whoever is watching the channel can open the profile and follow up while the lead is still on your site.

The Intelligence Brief. Posted once the visit ends, which can take up to an hour after the lead's last activity, because that's when the User Journey Summary and the research are complete. It opens with the lead's name, role and company, email address and LinkedIn profile, then:

  • Focused Score, and whether it has moved since their last visit, with their lead stage, industry and company size
  • Outreach Starters to open the conversation with
  • This visit: the engagement score and a short summary of what they did
  • User Journey Summary
  • How they found you
  • Emails from Bread & Butter: the last email we sent them, if any
  • Profile Summary and Company Summary
  • a View full profile in Bread & Butter link

Sections we have nothing for are left out, and very long text is shortened to fit Slack's message limits. When the lead comes back, a fresh Intelligence Brief is posted after that visit ends, marked Repeat visit.

If your account runs out of credits, Slack still gets an Intelligence Brief for each lead, with their name and email address, but the research is replaced by a single line: "Your Bread & Butter account is out of credits. Add Bread & Butter credits to resume the full Intelligence Brief." See How do Credits work across storage, syncing, and profile enrichment?

The layout of both messages is fixed and can't be customized. For a different format, or to send leads somewhere other than Slack, use a Webhook.

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