Slack integration overview

Slack is a business messaging platform that unifies team communications by connecting people and resources.

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Integration features

Instant Slack notifications for Pod activity

Receive real-time updates on critical events such as when Pods are opened, documents are downloaded, comments are added, and more.

Benefit: Keep your team informed and in sync on key buyer interactions, enabling prompt responses and keeping deals on track.

Key notifications include:

• Pod opened
• Comment added
• Document downloaded
• Mutual Action Plan updated
• Document signed
• Video or voice note played
• Proposal downloaded
• Widget viewed

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Customisable Slack channels for different Pod types

Create dedicated Slack channels for various Pod categories such as active deals, onboarding clients, or specific product lines.

‍Benefit: Streamline communication and organise notifications based on your team's workflow. This allows sales reps, account managers, and product specialists to focus on relevant updates, improving team efficiency and response times.