Live in Slack? ProsperWorks can, too.

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Gabrielle Hughes
Content Marketing Manager

Life is chaotic.

It’s becoming more and more difficult to keep up with every channel we communicate through on a daily basis, especially at work. We built an integration with Slack so you can get updates on key things happening in ProsperWorks, right in your main communication tool.

No one wants leads and opportunities to slip through the cracks, but they often do when a hectic day rolls around (and let’s be honest, when isn’t it a hectic day?). So we’re making it super easy to get a real-time view of what’s changing in your pipeline.

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When you turn on your integration with Slack, you’ll get a notification in a designated channel (set by your system admin) when there are updates to leads and notifications. These alerts will include:

Lead Notifications

  • Lead is created
  • Lead owner is changed
  • Lead status is changed
  • Lead is converted

Opportunity notifications

  • Opportunity is created
  • Opportunity is Won
  • Opportunity is Lost
  • Opportunity is Abandoned
  • Opportunity stage changed

A lead just got assigned to a new sales rep? Make sure the old lead owner gets a heads-up. Someone just closed a deal? Cue high fives all around!

We made sure our integration fits right into your existing workflow so you don’t have to train the team or change any behavior. It’ll be easy to get your whole team on the same page and ensure they’re all kept in the loop on leads and opportunities.

Learn how to get the integration set up. Happy Slacking :D

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