AdvisorEngine CRM + Slack

Send direct messages in Slack for new prospects created in AdvisorEngine CRM

Keep your team in sync with important client updates right from your CRM. With this workflow, whenever a new prospect is added in AdvisorEngine, a personalized direct message will be sent to you or your team via Slack. Now, you can save time on manual data tracking and instead focus more on building relationships with prospects. Simplify your customer relations process with this seamless automation.

Keep your team in sync with important client updates right from your CRM. With this workflow, whenever a new prospect is added in AdvisorEngine, a personalized direct message will be sent to you or your team via Slack. Now, you can save time on manual data tracking and instead focus more on building relationships with prospects. Simplify your customer relations process with this seamless automation.

  1. When this happens...
    AdvisorEngine CRMAdvisorEngine CRM
    Prospect Created

    Triggers when a new prospect is created.

    TriggerPolling
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    ActionWrite
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Supported triggers and actions

    • Source NameRequired

    • External IdRequired

    • First nameRequired

    • Last nameRequired

    • Mailing Address State

    • Mailing Address City

    • Mailing Address Street

    • Mailing Address Zip

    • Primary Phone

    • Primary Email

    • Country of Citizenship

    • State of Residence

    • Date of Birth

    • Age

    • Retirement Date

    • Gender

    • Marital Status

    • Employer Name

    • Job Title

    • Hobbies

    • Note

    Action
    Write
    • First Name

    • Last Name

    • Primary Phone

    • Primary Email

    • Source Name

    • External ID

    Action
    Search
    • First Name

    • Last Name

    • Primary Phone

    • Primary Email

    • Source Name

    • External ID

    • Source NameRequired

    • External IdRequired

    • First nameRequired

    • Last nameRequired

    • Mailing Address State

    • Mailing Address City

    • Mailing Address Street

    • Mailing Address Zip

    • Primary Phone

    • Primary Email

    • Country of Citizenship

    • State of Residence

    • Date of Birth

    • Age

    • Retirement Date

    • Gender

    • Marital Status

    • Employer Name

    • Job Title

    • Hobbies

    • Note

    Action
    Search or write
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About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.

Related categories

  • CRM (Customer Relationship Management)
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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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