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Relate + Slack

Update Slack with new messages when pipeline stages are updated in Relate

Keep your team in the loop by bridging Relate and Slack with this efficient workflow. The moment you update a stage in the Relate app, a channel message is immediately dispatched in Slack. This automated process ensures your team stays informed about pipeline movements, enhancing perspicuity and progress, without the need for manual updates.

Keep your team in the loop by bridging Relate and Slack with this efficient workflow. The moment you update a stage in the Relate app, a channel message is immediately dispatched in Slack. This automated process ensures your team stays informed about pipeline movements, enhancing perspicuity and progress, without the need for manual updates.

  1. When this happens...
    RelateRelate
    Pipeline Stage Updated

    Triggers when a pipeline stage is updated. Return deal data with custom fields.

    TriggerInstant
  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

What does this mean?
  • Relate triggers, actions, and search

    Contact Created

    Triggers when a new contact is created. Return contact data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Assignee Updated

    Triggers when a deal assignee is updated. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Deleted

    Triggers when a deal is deleted. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Organization Created

    Triggers when a new organization is created. Return organization data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Contact Deleted

    Triggers when a contact is deleted. Return contact data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Created

    Triggers when a new deal is created. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Updated

    Triggers when a deal is updated. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Organization Deleted

    Triggers when an organization is deleted. Return organization data with custom fields.

    Trigger
    Instant
    Try It
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About Relate

Relate is a simple collaborative sales and CRM software.
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Related categories

  • CRM (Customer Relationship Management)

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