Looking to get direct notifications in Slack when your Opportunities update in Capsule? You’ve come to the right place. Capsule connects to Slack in various ways to keep you and your team updated. Let’s take a look at the benefits, and your options for setting up Capsule notifications in Slack.
Why should I connect Slack and Capsule?
It’s particularly useful for sales teams tracking prospective clients, but it also benefits customer success teams, legal departments, and accounting teams. New customer notifications mean you can initiate onboarding, share contracts, and create invoices quickly and efficiently.
Connect Capsule and Slack to:
- Improve responsiveness – Your sales teams get instant updates on their Opportunities so they can take action, keeping prospects warm, and converting them when they’re ready.
- Enhance collaboration – Help your cross-functional teams (sales, customer success, legal, accounting) stay aligned when you win new customers.
- Reduce manual tasks – Automating your notifications means you can spend less time checking in on individual client progress.
- Stay informed on the go – Get updates on mobile or desktop, so you’ll never miss important information again.
Sounds good. So how do you go about connecting Capsule and Slack, anyway?
How to connect Slack and Capsule
There are two main ways of enabling Capsule notifications in your Slack workspace.
1) DMYourCRM
DMYourCRM is a third-party integration designed specifically to connect Capsule with Slack. It provides a simple, automated way to receive updates about your sales pipeline directly in Slack, helping teams stay in the loop even when on the go.
Get started in just three steps:
- Connect Slack and your CRM: Start with a simple setup that takes only a few minutes.
- Configure your notifications: Choose which events you want to be notified about.
- Start using real-time notifications: Keep your sales process flowing seamlessly.
What are the perks of DMYourCRM?
- Selected notifications and channels: You can choose which notifications are delivered to specified channels, ditching clutter and welcoming the updates relevant to your teams.
- Real-time CRM notifications: Get instantly notified of CRM events like new leads, won deals, and lost deals, helping you stay informed without leaving Slack.
- Promote yourself and your team: Help you and your team get the recognition you deserve among your colleagues. The bragging rights are all yours.
Start your free DMYourCRM trial here.
2) Zapier
Another way to connect Capsule CRM with Slack is through Zapier, a popular automation tool that enables users to create multi-step workflows (Zaps) between different applications.
Here’s how to connect to Slack with Zapier:
- Sign in to Zapier – If you don’t have an account, create one at Zapier.com.
- Create a new Zap – Select Capsule CRM as the trigger app.
- Set a Trigger – Choose an event, such as “New Opportunity Created” or “Opportunity Won.”
- Select Slack as the Action App – Choose the action, such as “An existing Opportunity is moved to a different milestone”.
- Customize your message – Format the Slack message to include relevant details like opportunity name, deal value, and assigned salesperson.
- Test the Zap – Ensure everything is working correctly before activating it.
For more information, follow our detailed guide here.
Zapier’s flexibility allows businesses to fine-tune their notifications, ensuring the right people receive updates at the right time.
Save time, close more deals, and celebrate together
And that’s it. Spending just a few minutes setting up the connection will save heaps of time in the future – and you’ll be better informed too.
Stay on top of your Opportunities in Capsule by setting up automated alerts that notify you in your Slack workspace. Whether you work in Sales, Customer Success, or even Accounting, the connection could be the missing piece in your setup.
Not using Capsule CRM? Get started with a 14-day free trial to see how sophisticated contact management can be straightforward.
