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Post won Capsule CRM opportunities to Slack

  1. When this happensStep 1: New or Updated Opportunity

  2. Then do thisStep 2: Send Channel Message

It's important to celebrate your wins with everyone in the company. This automation helps announce to your team when an opportunity in Capsule has been won with an encouraging message in Slack, containing a fun GIF and a link to the opportunity in question for anyone who'd like to review it.

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Connect Capsule CRM + Slack in Minutes

It's easy to connect Capsule CRM + Slack and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew or Updated Case

Triggers when a given action is performed on a Case.

InstantNew or Updated Contact

Triggers when a given action is performed on a Contact.

Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

Send Channel Message

Post a new message to a specific #channel you choose. Can also schedule a message for later.

Create Channel

Creates a new channel.

InstantNew or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

InstantNew or Updated Task

Triggers when a given action is performed on a Task.

Invite User To Channel

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Send Direct Message

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

Send Private Channel Message

Post a new message to a private channel you choose. Can also schedule a message for later.

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