Slack Integration
The CarrierSource + Slack Integration enables you to take action on new CarrierSource Shipper Intent Data signals by sending alerts directly to your Slack workspace.
About CarrierSource Shipper Intent Data
CarrierSource Shipper Intent Data captures enriched data about shippers searching for capacity across CarrierSource. Shipper Intent Data signals can be generated by a variety of shipper actions, including interacting with your company’s CarrierSource profile page, searching for services that you provide, and many more. This data enables your sales, marketing, and account management teams to identify when a shipper prospect or customer is in the market for your services.
How CarrierSource Shipper Intent Data syncs in Slack
Shipper Intent Data signals are automatically sent to your selected Slack channel. If one company generates multiple signals in a single day, they’ll all be aggregated into one Slack message. This message will be edited every time a new signal is generated and will include a complete summary of all tracked signals from that company since 12AM.
Implementation
This section details the steps to implement the CarrierSource + Slack integration.
Authentication and CarrierSource Installation
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Go to your CarrierSource profile dashboard and access Shipper Intent → Integrations.
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Click Connect in the Slack Integration tile.
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Log in to Slack when prompted and select the appropriate workspace if applicable.
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Confirm CarrierSource’s access permissions to your Slack environment, then select Allow to complete the authentication process.
Confirm CarrierSource app Installation
You can confirm that the app has been connected successfully in one of two places.
- In CarrierSource:
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Go to your CarrierSource profile dashboard and access Shipper Intent → Integrations.
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Check that the Slack Integration tile now says Connected.
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Create Slack channel(s) for the feed(s) you want to sync
- Learn how to create channels in Slack’s documentation here.
- We recommend making one channel per feed you are planning on connecting so you can keep the signals separate.
Select the feed(s) you want to sync into Slack
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Go to your CarrierSource profile dashboard and access Shipper Intent → Targets.
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Click the Integrations symbol in the feed you want to connect.
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Select Slack as the tool you want to connect.
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Select at what interval you want to receive signals. If you select Daily, you’ll receive all signals that came through the previous 24 hours at 12AM CST. If you select Immediate, you’ll receive signals in real-time.
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Select what slack channel that feed should send notifications to.
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Click Save.
Conclusion
The CarrierSource + Slack integration gives your organization real-time visibility into shipper search behavior, right inside your tools. By syncing CarrierSource Shipper Intent Data directly into Slack, you can prioritize outreach based on live intent signals to accelerate pipeline generation and customer expansion.
Reach out to our team if you'd like help setting it up!
Updated 2 months ago