Configure notifications

This page covers deciding where notifications go under Settings → Notifications. For reading the ones that arrive, see Check your notifications.

The four destinations

The settings screen is split into tabs. Each destination is configured independently, so combinations like "get the daily digest in-app but not in Slack" are possible.

Destination	What it is
App	In-app notifications
Email	Email
Slack	A Slack channel
LINE	LINE messages

Slack and LINE can't be configured until their integrations are set up. If not yet linked, the screen shows guidance.

Scheduled vs. event notifications

Each tab's settings come in two kinds.

Scheduled notifications — delivered together at a fixed time.

Item	Contents
Daily digest	Pick what to include from today's schedule, due tasks, and related info
Day-before reminder	Sends tomorrow's schedule
Weekly pipeline summary	A weekly deals roundup; pick the day and time
Overdue tasks	A list of tasks past their due date

Enable holiday delivery to choose, per notification, which ones also send on holidays (only notifications that are ON appear as options).

Event notifications — arrive as things happen. Each item toggles ON / OFF.

Item	When it notifies
Tasks	Assignee changes, status changes, completion
Meetings	Reminders, status updates
Notes	Created, updated
Companies	Created, updated
Contacts	Created, updated
Deals	Created, updated

Turning everything on makes for far too many notifications. Start with just tasks and meetings, and add more as needed.

Connect Slack

Connect Slack and activity in your workspace can be sent to Slack. Multiple channels can be chosen as destinations.

The Slack integration is available on the Standard plan and above.

• Admins — set it up via a plan upgrade
• Members — an admin's approval is needed; you can request it from the screen

Disconnecting happens on the same screen.

Related

• Check your notifications
• Slack integration
• Plans and billing