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