Connecting Slack Deal Channels
Deal channels are Slack channels linked to a specific deal in Operate. They create a dedicated space for your team to discuss an opportunity with full CRM context.Linking a channel
- Open a deal in Operate
- Click Connect Slack Channel
- Choose an existing channel or create a new one
- The channel is now linked — updates from Operate will flow into it
What gets posted
When a deal channel is connected, Operate automatically posts:- Stage changes — when the deal moves forward (or backward)
- Next step updates — when next steps are created, completed, or overdue
- New contacts — when people are added to the deal
- Notes and feedback — when team members log insights
Taking action from Slack
From a deal channel, you can:- Create new next steps with
/operate next-step - Complete next steps directly from the notification message
- View the full deal summary with
/operate deal
Best practices
- One channel per active deal — keeps conversations focused
- Name channels consistently — e.g.
#deal-acme-enterprise - Archive channels when deals close — keeps your workspace tidy