How to connect Slack and Microsoft Teams

Send Genaya activity to the channel your team already watches: new leads, appointments, paid invoices, missed calls, form submissions and more. Slack and Microsoft Teams each get their own card on Settings -> Integrations -> Slack + Microsoft Teams, and each can post a different set of events.

Connect Slacklink

1. 1
   In Genaya, open Settings -> Integrations -> Slack + Microsoft Teams.
2. 2
   On the Slack card, click Connect Slack.
3. 3
   Slack opens. Pick your workspace if Slack asks, review what Genaya may do (post messages and see your public channel names) and click Allow.
4. 4
   Back in Genaya, choose a public channel, turn on Send notifications to Slack and pick All events or only the events you want.
5. 5
   Click Save, then Send test to see a message from @Genaya in that channel.

Connect Microsoft Teamslink

1. 1
   In Teams, add an incoming webhook to the channel you want and copy its URL.
2. 2
   In Genaya, open Settings -> Integrations -> Slack + Microsoft Teams and paste the URL in the Teams card.
3. 3
   Click Save webhook. Genaya posts a test message to check the URL works.
4. 4
   Turn on Send notifications to Teams, pick the events and click Save.