Get Updates Directly in Slack – Celebrate New Deals with Your Team

With the integration between DealBuilder and Slack, you can send automated notifications to selected Slack channels whenever:

• A quote or contract is sent out.
• A document is signed.
• Specific fields in the agreement are completed (such as amount, customer name, date, etc.).

Whether you want to celebrate new sales in #sales, keep management updated in #contracts, or notify the finance department in #billing – the Slack integration makes it easy to keep the entire team informed in real-time.

You choose exactly what data is sent and to which channels. Notifications can include key information from the document, such as the customer name, deal value, agreement type, and who signed it.

The result? Better workflow, faster follow-ups, and higher motivation – delivered directly to the channel where your team already works.