If you’re coming from RB2B
If you currently use RB2B, here’s how the Slack integration compares:| RB2B | Squid ID | |
|---|---|---|
| Destinations | One channel | Multiple channels |
| Direct messages | Not available | Send to an individual teammate’s DM |
| Routing | All visitors to the one channel | Per-channel rules: all visitors, any ICP match, specific ICPs, or any high-intent page hit |
| Multiple websites | Shared stream | Each channel fires only for its own website |
| Failure handling | None | A broken channel is muted automatically without affecting the others |
Why this matters. A single channel puts every visitor in one place, so your team sorts through them by hand. Routing by channel and direct message sends each visitor only to the people who need it, so a target account can go straight to the rep who owns it.
Before you start
You’ll move faster if these are already in place.
- You’re an Owner or Admin on the website. Viewers can see alerts but can’t change routing.
- The snippet is installed and verified, so there are visitors to route.
- You can sign in to the Slack workspace you want alerts in.
You can connect Slack during initial setup too. On the last onboarding step, “One last thing: get pinged on matches”, pick Slack, sign in, and choose a channel or person, then Finish. Everything below also works later from Settings → Integrations → Slack.
Connect your Slack workspace
1
Open the Slack connector
Go to Settings → Integrations → Slack.
2
Sign in with Slack
Click Sign in with Slack. A Slack window opens.
3
Approve the permissions
Squid ID uses them to post messages, list your channels, and send direct messages.
4
Confirm it's connected
The window closes and your workspace shows as Connected. This is a one-time step per workspace.
Create a channel route
A route is one destination plus a rule for what’s sent there. You can add as many as you need.1
Add a channel
On the Slack page, click Add channel.
2
Name it
Enter a name, for example
Sales · Enterprise.3
Pick the destination
Choose a public channel, private channel, or a teammate’s direct message. Squid ID lists them from your connected workspace.
4
Choose what fires it
All visitors, any ICP match, specific ICPs, or any high-intent page hit (a visit to a page you flagged as high intent, like pricing or a demo).
5
Save
The route is active immediately.
Common routing setups
Routes can be combined to send different visitors to different places. Some examples:- By deal size: Enterprise-ICP matches to a senior rep’s direct message, all other visitors to
#sales. - By owner or territory: one route per rep, each filtered to the ICP for their accounts.
- Executive alerts: a route to a founder’s direct message, filtered to a target-accounts ICP.
- Buying signals: an “Any high-intent page hit” route to
#hot-leads, so anyone who views pricing or requests a demo pings the team, whether or not they match an ICP. The alert names the exact page they viewed. - Catch-all: one “All visitors” route to a shared channel alongside your filtered routes.
- Per website: each route only fires for the website it belongs to.
Unlock Squid ID+ from the alert
When a visitor matches and Squid ID+ data is available but the website is set to reveal per record, the Slack alert shows which premium fields are on file (mobile, personal email, address) with the values hidden, alongside an Unlock · $0.25 button. Click it and Squid ID charges $0.25, reveals the record, and updates the same Slack message in place with the unlocked fields. No need to open the dashboard. The charge is drawn from your prepaid balance, and the price matches a per-record reveal in the app, so unlocking from Slack never costs more than unlocking from the profile.The in-message button works on channels connected with Sign in with Slack. On webhook-only channels, the alert links to the profile in the dashboard, where you reveal it instead.