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, or specific ICPs |
| 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.
Connect your Slack workspace
Approve the permissions
Squid ID uses them to post messages, list your channels, and send direct messages.
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.Pick the destination
Choose a public channel, private channel, or a teammate’s direct message. Squid ID lists them from your connected workspace.
Choose what fires it
All visitors, any ICP match, or specific ICPs.
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.
- 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.
