Slack logoCommunication integration

Referral updates, posted where the team lives.

Bring Introzy into your Slack workspace. Mention @Kai to capture referral connections and surface relationship context without leaving Slack.

Maya · #partnerships
Dana from Calder & Roe is introducing us to Harbor & Bell for the Q3 rollout. @Kai track this referral.
Kai
Tracked. Referral created: Harbor & Bell — introduced by Dana Whitfield (Calder & Roe LLP). I’ll post stage changes here.
Kai
Update: Harbor & Bell moved to Qualified. Dana’s portal reflects the change.
Illustrative conversation. The referral is tracked from the message where it was mentioned, and the channel hears about every stage change.

What the connection does

Capture referrals straight from Slack conversations
@Kai answers relationship questions in-channel
Keeps your team aligned where they already work
Admin-managed, workspace-wide connection

How it connects

1

Install the app

A workspace admin connects Slack from Introzy settings, one approval, workspace-wide.

2

Mention @Kai

Someone mentions an intro in a channel? Tag @Kai and it becomes a tracked referral with the people attached.

3

Stay in the loop

Stage changes and settled payouts post to the channels you choose, so nobody asks “what happened to that intro?”

slack.comSlack platform documentation

Useful on day one, whoever you are

For the team

  • The intro mentioned in a channel at 9 AM is a tracked referral by 9:01, no form, no new tab.
  • Ask Kai “who knows someone at Harbor & Bell?” and get an answer in the thread.
  • Wins post where the team celebrates, and the person who made the intro gets seen.

For the builder

  • Workspace-wide OAuth install, managed by a Slack admin; no per-user setup.
  • Kai acts where it is @mentioned and posts to the channels you configure.
  • Uninstall from Slack or disconnect from Introzy settings; either side severs the connection.
Questions

Questions teams ask

No. Slack is your team’s side of the house. Partners see progress in their own portal, without pinging your team for updates.

Pairs well with Slack

Referral status update templates

Five copy-paste updates that close the loop with referral partners. Slack posts the stage change; these say it well.

Read more →

Why transparency drives referrals

Partners who see what happened to their introductions make more of them. The research and the operating principle.

Read more →

Introzy for power connectors

Capture introductions from email, text, or Slack, then track them through to payout.

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