Valuable real-time Pipelinersales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. 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 leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. 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 customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.. For each Opportunity Closed in Pipeliner, post it to the desired Slack Channel.
- Why did we lose? Automatically let the marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. team know why you lost an opportunity. For each Opportunity Archived, post it to the desired Slack Channel.
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Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..