Slack app
Your pipeline, in Slack.
Ask Slack what's in your pipeline and get a real answer. Get told the moment a deal reaches the stages that actually matter — and stay quiet about the ones that don't.
Just ask.
Dealboard connects to Slack's assistant, so your team can ask about the pipeline in plain English and get an answer from your real data — no dashboard, no filters, no leaving the conversation.
- “How many deals do I have in Proposal Sent?”
- “What's my biggest open deal?”
- “Which leads came in this week?”
- “What did we lose last month, and why?”
Each person signs in as themselves, so they see exactly what they'd see in Dealboard — and Slack asks permission before it runs anything.
How many deals in total do I have?
You have 16 deals in total:
- • 13 open (active pipeline)
- • 1 won
- • 1 lost
- • 1 new
Alerts for the moments that matter. Silence for the rest.
Most tools post every time anything moves, and a channel learns to ignore them. Dealboard lets you pick the exact stages worth an interruption.
-
A deal is won
The celebration moment — the one everybody wants in #sales-wins.
-
A deal reaches a stage you care about
Choose the exact stages. “Proposal Sent” and “Contract Sent” post; early-stage shuffling stays quiet.
-
A new deal is added
Someone puts a deal on the board.
-
A new lead arrives
From your website form or the API, with the source and campaign attached.
Every alert carries the deal name, owner and amount, with a button straight to the deal. Lost deals include the reason. Point different alerts at different channels — wins to #sales-wins, new leads to #leads, contracts to your legal channel.
Setup takes about a minute.
- 1
Open Integrations in Dealboard
Settings → Integrations. You'll need to be a workspace owner, since an alert sends deal data out of Dealboard.
- 2
Click Slack
Slack asks which channel should receive the alerts, and you approve. No webhook URLs to copy, nothing to paste.
- 3
Choose what's worth an alert
Pick the events — and for stage changes, the exact stages. Add more alerts pointing at other channels whenever you like.
What Slack can and can't see.
-
Everyone sees only their own pipeline
Questions in Slack are answered as you. You sign in to Dealboard yourself, and you see exactly what you'd see in the app — no more.
-
Every action asks permission
Slack asks before running anything against your Dealboard data, and you can keep it read-only.
-
Alerts are per board and per channel
An alert carries data from one board to one channel. Point wins at #sales-wins and leads at #leads, and nothing crosses over.
Answers in Slack are generated by Slack's assistant using your Dealboard data, so they can occasionally be incomplete or wrong — check anything you're about to act on. Dealboard never uses your data to train language models.
Read our privacy policy or read the FAQ.
Put your pipeline where your team already is.
Already have Dealboard? Connect from Settings → Integrations.