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Slack Overview

Connect your Slack workspace to get a message the moment a new inquiry lands. Alerts go to one or more channels of your choice — great for keeping sales, operations, or the whole team in sync without everyone watching the Cortado inbox. You can configure Slack from Settings > Integrations.

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Connecting Your Workspace

1

Open Integrations

Go to Settings > Integrations and find the Slack card.
2

Start the OAuth flow

Click Connect Slack. A Slack authorization window opens.
3

Authorize Cortado

Sign in to your Slack workspace and approve Cortado’s permissions.
4

Return to Cortado

The window closes automatically. The Slack card now shows a Connected badge, and the channel picker appears.

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Picking Channels

After connecting, choose which channels receive inquiry alerts. You can pick one channel or several.
  1. Click the Select channels… dropdown on the Slack card
  2. Search or scroll to find the channels you want
  3. Click each channel to add it — selected channels show a checkmark
Private channels appear in the list with a lock icon next to the channel name, so you can distinguish them from public ones at a glance.

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Selected Channel Badges

The channels you’ve selected show up as small badges on the Slack card. Each badge has a dismiss button (an X) so you can remove a channel at any time without opening the picker.
If you connect Slack but don’t select any channels, Cortado shows an amber warning: “No channel selected — new inquiries won’t be posted to Slack.” You need at least one selected channel for notifications to fire.

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What Gets Posted

When a new inquiry comes in, Cortado posts a Slack message with:
  • Customer name
  • Event date
  • Event location
  • Guest count
  • A View Inquiry link that takes your team straight to the lead in Cortado
The Slack card includes a live preview so you can see exactly what the message will look like before your first real inquiry arrives.
Pick channels where your team already spends time. A dedicated #new-leads channel works well for sales-focused teams. Posting to a shared #team channel gives everyone visibility — useful for small teams wearing multiple hats.

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Disconnecting Slack

To disconnect Slack, click Disconnect Slack on the Slack card. This:
  • Revokes Cortado’s access to your Slack workspace
  • Clears your selected channel configuration
  • Stops all future inquiry notifications from being sent
Reconnecting later is a fresh OAuth flow — you’ll pick channels again from scratch. Your Slack workspace itself is untouched.

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Best Practices

  1. Connect Slack early in onboarding — the sooner alerts are live, the less chance of a missed inquiry
  2. Pick a small number of focused channels — posting to too many channels creates noise and notification fatigue
  3. Use a private channel for sensitive leads — if your inquiry details are confidential, keep the notification channel locked down
  4. Watch the “no channel” warning — a connected-but-unselected integration looks active but sends nothing; double-check after any cleanup
  5. Use the preview to validate the format — the live preview on the Slack card shows exactly what will post, so you’ll know what to expect
  6. Disconnect cleanly when rotating workspaces — the clean-disconnect flow clears saved channels so stale references don’t linger

Leads Pipeline

See how new inquiries flow into your pipeline.

Analytics

Track inquiry volume alongside your Slack notifications.