Real-time CRM alerts. Zero context switching.
Know the moment something important happens in your CRM. Get instant Slack or Teams notifications and take action without opening a browser.
True real-time alerts
Different CRMs require different approaches. We optimize for speed on both.
Salesforce
True real-time with Platform Events
We use Salesforce Platform Events and Flows for instant push notifications. When a record changes, you know within seconds.
HubSpot
Intelligent polling every 5 minutes
We check for changes every 5 minutes using HubSpot's Search API. Fast enough to catch every important update.
Say exactly what you need to say
Customize messages with dynamic fields, mentions, and rich formatting
Dynamic Field Insertion
Pull any field from your CRM into the message. Show opportunity amount, account name, close date, or custom fields.
User Mentions
@mention the opportunity owner, manager, or any user. Get the right person's attention instantly.
Cross-Object Data
Show Account fields on Opportunity alerts. Display Contact info on Case notifications.
Markdown Formatting
Use bold, italic, links, and lists to structure your messages clearly.
Emojis & Icons
Add visual flair with emojis. Make alerts scannable and engaging.
Next/Previous Navigation
Browse through multiple matching records right from the notification.
Send alerts to the right people, every time
📢 Specific Channels
Send to #sales-team, #pipeline-alerts, or any channel in your workspace
💬 Direct Messages
Send private alerts to individual users. Perfect for personal tasks and reminders.
🎯 Dynamic Routing
Route based on CRM data:
- • Send to record owner
- • Send to owner's manager
- • Route by territory (EMEA → #emea-sales)
- • Route by deal size (>$100K → #enterprise-team)
No notification spam. Ever.
Enable "run once per record" to ensure you never get duplicate alerts for the same record, even if it re-enters your filter conditions.
Common live alert use cases
Hot Lead Assignment
New inbound lead assigned to you? Get instant DM within 60 seconds.
Alert: Slack DM with lead details + "Call Now" button
Deal Stage Progression
Know when your opportunities move forward (or backward).
Alert: Team channel + @mention owner
Win Celebrations
Deal marked Closed Won? Celebrate in the team channel!
Alert: #sales-wins channel with confetti emoji
Manager Escalations
High-value deal slipping? Alert the manager immediately.
Alert: DM to sales manager with details
Territory Routing
New lead in EMEA? Route to the EMEA team automatically.
Alert: #emea-sales channel
Renewal Opportunities
Contract renewing soon? Alert CSM to start the conversation.
Alert: DM to CSM + create renewal task
Pre-built alert templates
Deploy proven alert workflows in seconds. No configuration from scratch required.
Browse 50+ Alert Templates