Integrate Slack with Demandbase

The Demandbase Slack integration allows you to access Demandbase insights and alerts directly in Slack.

You can also connect Demandbase MCP with Slack. See Demandbase MCP and Slack.

Access Demandbase App in Slack

Access the Demandbase App in Slack to view Demandbase alerts, subscriptions, and AI-generated insights.

• Home tab: View the Demandbase AI Insights Hub daily summary.
• Messages tab:
  • Demandbase Agent: Engage with Demandbase AI Chat for Demandbase insights.
  • Subscriptions: Receive subscriptions, including Website Visitor alerts, in Slack.

Prerequisites to Integrate Slack with Demandbase

• You must have Admin privileges in Slack or have been granted the privilege to install apps from your Slack Admin.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Integrate Slack with Demandbase

1. In Demandbase, from the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click New Integration and select Slack.
3. Toggle on the Active button and click Save. 

Install the Demandbase App in Slack

1. Go to the Demandbase App in the Slack Marketplace.
2. Click Sign In to Install.
3. Click Add to Slack.
4. Log in to Slack and click Authorize. 
   Important: You must have Slack admin privileges or permission to install apps.
5. After successful authorization, Slack redirects you to the Demandbase Authorization Succeeded screen.

Permissions Required for the Demandbase Slack App

The Demandbase app requests the following Slack permissions:

Bot Scopes

• chat:write
• team:read
• users:read
• users:read.email
• assistant:write
• im:history
• mcp:connect (Optional, for Slackbot MCP integration).

Bot Events

• app_home_opened
• message.im

Approve Updated Slack Permissions for Demandbase AI Chat

Important:

• The assistant:write and im:history permissions are required for Demandbase AI Chat.
• Slack does not automatically notify admins when updated permissions are available.
• Until the updated permissions are approved and the app is reauthorized, users cannot interact with Demandbase AI Chat in Slack.

Approve Updated Slack Permissions

1. As a Slack admin, go to the Demandbase app in the Slack Marketplace.
2. Find the message indicating that the app has new scopes that require review.
3. Review the new permissions alongside the previously approved permissions.
4. Click Approve for Workspace.
   
5. Complete any additional authorization steps prompted by Slack.

Open the Demandbase App in Your Slack Workspace

After installing the Demandbase app, you can open it from your Slack workspace.

1. In Slack, scroll down to Agents & Apps.
2. Next to Agents & Apps, click the right three lines, and click Browse Apps.
3. Search for and select Demandbase.
   
4. Click Open App.

Next Steps After Integrating Slack with Demandbase

After integrating Slack, you can set up subscriptions to receive Demandbase alerts and reports in Slack. You can also interact with Demandbase AI Chat directly in Slack.

See Understanding Snapshot Emails, Demandbase in Slack, Reports, and Subscriptions.