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.
- When this happens...Prospect Created
Triggers when a new prospect is created.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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Household Created
Triggers when a new household is created.
Try ItProspect Created
Triggers when a new prospect is created.
Try ItHousehold Header
Household IdRequired
Opportunity Header
Source NameRequired
External IdRequired
Opportunity DescriptionRequired
Opportunity Type
Sub Type
Urgency
OwnerRequired
OfficeRequired
Identified ByRequired
Date IdentifiedRequired
StatusRequired
Comments
Next Step
Projected Recurring Revenue
Projected Non-Recurring Revenue
Projected Asset Value
Temperature
Probability (%)
Projected Close Date
Source Channel
Source Channel Detail
Current Custodian or Provider
Competition
Search Household Name
Search Household Id
Search Client First Name
Search Client Last Name
Search Primary Phone
Search Primary Email
Search Source Name
Search External Id
Opportunity Created
Triggers when a new opportunity is created.
Try ItSource NameRequired
External IdRequired
First NameRequired
Last NameRequired
Address Dear
Address Street
Address City
Address Zip
Address State
Address Country
Phone Number
Email Address
Additional Email
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
First Name
Last Name
Primary Phone
Primary Email
Source Name
External ID
