Caddy for Slack
Keep sales follow-up in the conversation.
Bring task alerts and manager escalations into the channels your team uses. Decide which alerts you receive and where Caddy sends them.
The updated integration is being prepared for Slack review. New connections may be unavailable until Slack approves the changes.
Keep tasks moving
Send SDRs alerts about new call tasks, overdue tasks, and unanswered replies in Outreach.
Bring managers in
Escalate unresolved issues to participating managers, grouped by manager and alert type with a breakdown by rep.
Choose where alerts go
Select public channels, private channels, or people for direct messages from Caddy.
Connect your workspace
Sign in to Caddy
Use a Caddy account with connected Outreach data. A manager must make the first connection to the Slack workspace.
Open your notification settings
Go to Settings → Notifications → Alerts. The Your Slack account card manages your connection across alerts.
Connect your Slack account
Choose Connect Slack, select your Slack workspace, and review the requested permissions. Your Slack administrator may need to approve the connection.
Choose your destinations
On first connection, your alerts default to direct messages to you, while existing delivery opt-outs are preserved. To change a destination, open an alert and select channels or people. Public channels can be selected directly; invite Caddy to private channels first. Your preferences save automatically.