Search your CRM in Slack
Find leads, contacts, companies, and opportunities with slash commands. Results stay private to you, with buttons to view details or open the record in YouEx.ai.
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IntegrationSlack
Your CRM, right where your team already works
The YouEx.ai app for Slack lets your team search leads, contacts, companies, and opportunities, open record details, edit leads, and get alerts when high-intent leads are assigned — without leaving Slack.
Owners and Admins can connect a Slack workspace in under a minute.
Watch the demo
See search, lead alerts, record views, and edits running live in Slack.
What you can do
Full CRM access from slash commands
View and edit without switching apps
Open a private panel with record details — including research when available. Edit lead fields, status, tags, and assignment with the same validation as the web app.
High-intent lead alerts
Post a card to your channel when a qualifying lead is assigned. Filter by tier and source so the right people see the right alerts — and nothing else.
Expand shared record links
When a linked teammate shares a YouEx.ai record link, the app unfurls a card with key details. View always opens privately for the person who clicks.
How access works
Two steps. Your permissions.
Slack actions always run through your YouEx.ai sign-in and workspace permissions. Nothing shows until both the workspace is connected and your account is linked.
- 1
Connect the workspace
One-time setup by an Owner or Admin. Installs the YouEx.ai app in Slack and chooses the YouEx.ai workspace that receives channel lead alerts.
- 2
Link your account
Each person runs /youex link, signs in, and picks which of their YouEx.ai workspaces to use. Until then, the app asks you to link before showing any data.
Ready to connect?
Start with Add to Slack, or open Workspace Settings in YouEx.ai and choose Connect Slack Workspace. After install, invite the app to channels with /invite @YouEx.ai.
Commands
Everything starts with /youex
All slash-command responses are private to you. Only you see search results and help replies in the channel.
Account
/youex linkConnect your Slack identity to YouEx.ai/youex unlinkDisconnect your Slack identitySearch
/youex findSearch across all CRM record types/youex leadSearch leads only/youex contactSearch contacts only/youex companySearch companies only/youex opportunitySearch opportunities onlyNotifications
/youex notify hereTurn on lead alerts in this channel/youex notify offTurn lead alerts off/youex notify tiersChoose which lead tiers trigger alerts/youex notify sourcesChoose which lead sources trigger alerts/youex notifyShow current alert settingsLead alerts
Catch high-intent leads the moment they land
When alerts are on, YouEx.ai posts a card to your channel whenever a qualifying lead is assigned — name, status, key fields, notes preview, plus view, open, and edit actions.
Default tiers
VIP and Hot only — expand to warm or cold when you want broader coverage.
Filter by source
Limit alerts to api, chat, email, form, and more. Bulk imports never notify.
Assignment only
Alerts fire when a lead moves from unassigned to assigned — no duplicate noise.
# In the channel where you want alerts
/youex notify here
Privacy & permissions
Private by default. Channel-visible when you choose.
- Slack actions use your own YouEx.ai identity and workspace permissions.
- Search results, record details, and command responses are private to you.
- Lead alerts and shared link cards are visible to everyone in the channel.
- Edit and assignment follow the same rules as the main YouEx.ai app.
- Only Owners and Admins can change /youex notify settings for the connected workspace.
Stop tab-switching. Bring the CRM into Slack.
Connect your workspace, link your account, and start searching — or turn on lead alerts so high-intent opportunities never sit unclaimed.
Ready to see it in action?
Set up your first Web Agent in under five minutes.