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Slack

Post new leads to a channel as they arrive, so the first person to see a lead is not whoever happens to open the CRM.

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What it does

  • 01Post new leads to a chosen channel
  • 02Alert on hot prospects by confidence score
  • 03Celebrate won deals where the team can see them

What moves

Field for field, in one direction.

New leadChannel message with source and value
Deal wonChannel celebration

Setting it up

  1. 01Open Settings → Integrations and choose Slack
  2. 02Authorise the workspace and pick a channel
  3. 03Choose which events post

Missing the one you need?

The roadmap is weighted by what gets asked for.