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BoardCRM + Slack

Send Slack channel messages for new BoardCRM deals

Use this template to keep your team updated about new deals, so they can take action! Whenever there is a new deal in BoardCRM, a Slack channel message will be sent automatically. You can customize the text of the message when you set up this integration.

Use this template to keep your team updated about new deals, so they can take action! Whenever there is a new deal in BoardCRM, a Slack channel message will be sent automatically. You can customize the text of the message when you set up this integration.

  1. When this happens...
    BoardCRMBoardCRM
    New Deal

    Triggers when a new deal is created.

    TriggerPolling
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

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About BoardCRM

Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.
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slack logo

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.

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