When a Salesforce opportunity stage is changing, you want to know! With Troops’ powerful Workflow Builder, automating Salesforce opportunity stage notifications is a breeze. See when a stage has changed…or hasn't.
You can add specific filters to your trigger conditions so that only deals of a certain size, source, or type are shared when their stage changes. You can also customize which stages this workflow fires. Examples include when a contract is sent or an opportunity is qualified.
Once you’ve established your trigger conditions, Troops’ Slack Salesforce opportunity stage notifications can be sent anywhere you like whether that’s to a public Slack channel, a manager, or even another team referenced in Salesforce.
This is incredibly useful for management, handoffs, coaching, and celebration. For more sophisticated workflows, you can attach custom opportunity actions to your Salesforce opportunity stage notifications. These might be sharing implementation notes or adjusting the next steps and forecast. The world is really your oyster with this, and the whole team is going to love feeling the pipeline momentum!