Valuable real-time Pipeliner sales data is automatically sent to Slack channels for notification and collaboration.

About slack

The Pipeliner + Slack integration enables your sales team to focus more time on selling and less time on notifications with real-time integration to your Pipeliner-Slack channels. Quickly respond to new leads and collaborate with the management team on large Opportunities. And when your salesperson closes the deal, have fun by ringing the virtual bell.

Integration Key Features

  • Quick response to new leads by automatically sending new lead notifications to Slack for quick follow-up. For each new Lead created in Pipeliner, post to the desired Slack Channel.
  • Leverage team members on new opportunities by automatically notifying team members of new Opportunities in Slack. For each new Opportunity created in Pipeliner, post it to the desired Slack Channel.
  • Close the deal and ring the bell. Automatically let the sales team notify everyone in the company of a new customer. For each Opportunity Closed in Pipeliner, post it to the desired Slack Channel.
  • Why did we lose? Automatically let the marketing team know why you lost an opportunity. For each Opportunity Archived, post it to the desired Slack Channel.

See how Pipeliner’s enterprise-scale API integration platform can transform your business. Request a demo today of slack integration and automation.

Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed by Pipeliner CRM

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.