Slack Integration Overview
Operate’s Slack integration brings deal updates, next step reminders, and collaboration tools directly into Slack — where your team already works.What you can do
- Get deal updates in dedicated Slack channels
- Receive daily and weekly digests of your next steps
- Create and complete next steps from Slack
- Link Slack channels to deals for contextual conversation
Getting started
- Go to Settings > Integrations > Slack
- Click Connect Slack
- Authorize the Operate app in your workspace
- Configure your notification preferences
Key concepts
Deal Channels
Link Slack channels to specific deals for focused deal-room conversations.
Work Objects
Interactive Slack messages that let you take action on CRM data without
leaving Slack.