Create Salesforce Closed Won Notifications In Slack
What better way to celebrate a Salesforce closed won than sharing with the team in Slack? With Troops’ automated Slack Salesforce closed won notifications, any time a deal closes in Salesforce you can fire this workflow anywhere in Slack.
You can add specific filters to your Salesforce closed won notifications based on any custom or standard field parameters in Salesforce so that your team receives this workflow only when those conditions are met. We recommend setting up one for each individual team, as well as setting up a big deal alert that the entire company sees.
Another customization you can make is what information gets shared in your Salesforce closed won notification. “How we won” stories and main product interests are always excellent to share.
Once you’ve established your conditions, Troops’ Slack Salesforce win notifications can be routed to Slack channels, referenced Salesforce users, or individual Slack team members. Besides celebrating, this can also be useful for handoffs between Sales and Customer Success!
Custom Trigger Filters
Custom Salesforce Actions
Routing to Salesforce Reference Users, Slack Channels, and Direct Messages