Slack

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

The Pipeliner + Slack integration enables your sales team to focus 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.

Key Features of this Integration

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.

Slack can integrate with Pipeliner CRM finds your sales contacts

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.

About Slack

Slack is a cutting-edge communication platform engineered to optimise cooperation and improve efficiency among teams, establishing it as an essential tool in contemporary workplaces. Initiated in 2013, Slack has revolutionised corporate communication by providing a centralised platform for chat, file sharing, and connectivity with many third-party services. It facilitates structured channels, allowing concentrated discussions on particular projects or subjects, while also offering direct messaging for individual interactions. The easy design facilitates smooth engagement, regardless of whether users are in the office or working remotely. Slack, equipped with functionalities such as video conferencing, searchable archives, and numerous interfaces with platforms like Google Drive, Zoom, and Jira, transcends a mere messaging application; it serves as a central centre for workflow management and team collaboration enhancement. With the proliferation of remote work, Slack’s capacity to enhance communication over distances is becoming progressively essential for sustaining collaboration and productivity.