Slack

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.

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 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.

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 messagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience. for individual interactions. The easy design facilitates smooth engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience., regardless of whether users are in the office or working remotely. Slack, equipped with functionalities such as video conferencingVideo Conferencing Video Conferencing refers to the technology behind or the act of establishing a visual connection between two or more people positioned in different locations to facilitate remote communication., 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.