How unprofessional does it look when a prospect gets in touch and the rest of your sales team is out of the loop? Use this Zapier automation to keep everyone on the same page. Once this Zap is turned on, it will automatically send a private Slack message when a proposal is sent in Better Proposals. Now, your sales team can see the most up-to-date information without leaving Slack.
How this Better Proposals - Slack integration works
- A proposal is sent in Better Proposals
- Zapier sends a private Slack channel message
- Better Proposals
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Triggers when a proposal is opened.
Send a direct message to a user or yourself from the Slackbot.
Triggers when a proposal is signed.
Post a new message to a specific #channel you choose.
Triggers when a proposal is paid.
Adds a reminder for yourself or a teammate, just like the
/remind slash command.
Triggers when you star a message.
Creates a new proposal.
Triggers when a new message is posted to a specific #channel you choose.
Sets the topic on a selected channel.