When this happens...
UPilotNew Deal
Then do this...
SlackSend Channel Message

Looking for a simple way to message the team whenever you add a new deal to UPilot? You can use this Zap to do that automatically by posting a message to your team's Slack channel whenever you add in a new deal in UPilot. This way, your channel members will be notified of all new deals being added in to UPilot.

Note: The Zap will only trigger for new deals added to UPilot after turning on the Zap

How this UPilot-Slack integration works

  1. A new deal is created in UPilot
  2. Zapier sends the new deal information to Slack

Apps involved

  • UPilot
  • Slack

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Starred Message

Triggers when you star a message.

Send Direct Message

Send a direct message to a user or yourself from the Slackbot.

New Message Posted to Channel

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

Send Channel Message

Post a new message to a specific #channel you choose.

New Public Message Posted Anywhere

Triggers when a new message is posted to any public channel.

Add Reminder

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

New Channel

Triggers whenever a new #channel is created.

Set Channel Topic

Sets the topic on a selected channel.

New Deal

Triggers when a new deal is created.

Set Status

Sets your Slack status to the given text and emoji.

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Become a Zapier Integration Partner

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.

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.