Description
Connect ClosingDealz to Slack so the people responsible for inbound leads can see important activity in the channel where they already work. Select a Slack workspace and channel, then enable the event types your team wants to receive. Available notifications include leads generated with their source, form submissions, first chatbot messages, scheduled meetings, and CRM deal events such as created, closed, or lost.
Features
Select a Slack workspace and channel
Include chatbot, form, or manual source on lead-generated notifications
Enable form submission, chatbot session, and meeting scheduled alerts
Notify the team when deals are created, closed, or lost
Installation
In your ClosingDealz workspace, go to Settings > Integrations.
Connect your Slack account and complete the authorization flow.
Select the Slack workspace and channel that should receive notifications.
Enable the lead, form, chatbot, meeting, and deal notification types your team needs, then save the settings.
Frequently Asked Questions
ClosingDealz can notify a selected Slack channel about leads generated and their source, form submissions, first chatbot messages, scheduled meetings, and deal events such as created, closed, or lost.
Yes. After connecting your account, choose the workspace and channel, then enable only the notification types that are useful to your team.
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