Databook

Bring your team's Slack conversations into Databook so account activity between calls and CRM updates isn't lost

Databook Slack Integration

How to install the Slack integration and get your account channels syncing

Connecting Slack to Databook

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Sync messages and threads from Slack to enable the GTM Decision System

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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