Keeping your team updated shouldn’t mean manually posting reminders in Slack. When you connect Slack to Workload, routine updates turn into automations that share the right info at the right time. This guide shows you two simple ways—either from your dashboard or inside a workflow step—so you can link Slack and start using it right away.
Once you connect Slack to Workload, the app does the heavy lifting. New leads can appear instantly in a sales channel. Campaign results can post directly to marketing. CRM changes can trigger alerts for account managers. Your team stays informed without the copy and paste.
Bringing Slack into your automations reduces missed messages and improves response times. It keeps communication flowing across teams. With Workload connected, your channels stay organized, conversations stay focused, and your team stays aligned.
🔀 Methods to Connect Odoo ERP Self-Hosted to Workload #
You can connect Slack from your dashboard or directly inside an automation step. Use the dashboard if you’re setting up for the first time, or connect it from a step while building.
🖥️ From the Dashboard #
Click on the Connections tab in the left-hand menu, then select the blue + Add Connection button.
In the popup window, search for Slack and select it from the list.
Choose the Slack workspace and channel you’d like Workload to access, then click Allow to authorize.
Once connected, Slack will appear in your list of active connections. You can now use it in any automation you build.
🪜 From a Workflow Step #
Add a Slack step to your automation and click Sign in under the Account tab.
In the popup window, choose your Slack workspace and channel, then click Allow to authorize Workload.
Enter a connection name so you can easily identify this Slack account in future automations, then click OK.
Once connected, your Slack account will appear in the step’s account field, ready to use in the automation.
🚀 Things You Can Do Once You Connect Slack to Workload #
Once your Slack account is connected, it becomes a powerful part of any automation. Here are a few ways teams use it:
- Send instant Slack alerts when new leads are created in your CRM so sales never miss an opportunity.
- Post campaign performance updates directly into a marketing channel so results are visible in real time.
- Log form submissions from tools like Typeform or Jotform—or create your own customized forms using Forms by Workload—and send them straight into a Slack channel for quick follow-up.
- Share important updates from apps like Stripe, Calendly, or Airtable to keep your team aligned without extra emails.
With Slack connected, you can also combine it with multiple tools in one automation, routing data exactly where your team needs it. This reduces context switching, keeps communication flowing, and makes sure nothing slips through the cracks.
