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  • The “Send a Slack Message” action allows users to automatically send Slack notifications based on predefined conditions. This helps teams stay updated, collaborate efficiently, and respond promptly to important activities.
Note: To use this feature, make sure the Slack integration is enabled in Salesmate. Only users with the Administrator profile have the ability to install the integration.

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How to Configure Send Internal Email Action

When setting up a Smart Flow, select the Send A Slack Message action. Screen Shot 2025-02-20 at 12.52.53 PM.png To configure the Send A Slack Message action, you’ll need to provide the following information:**Name **Description **Channel **: Select the channel to which you want to send a message.
  • ** Message Title **: This is an optional field. If you want to add a title to your message, type that here. A maximum of 150 characters is allowed.
  • ** Message : Enter the message you wish to send. You can insert flow variables, which will be replaced upon sending, and utilize snippets. The message has a maximum character limit of 2000.Hit Save** to complete the process.
Screen Shot 2025-02-20 at 1.01.26 PM.png

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Practical Use Case

When a deal is marked as “Won” in Salesmate, a Slack message is automatically sent to the #sales-wins channel.
  • Example Message:
New Deal Closed!
Client: {{contact.name}}
Amount: ${{deal.value}}
Owner: {{owner.name}}
Great job, team!
This keeps the team informed and aligned without manual updates. Screen Shot 2025-02-20 at 1.02.40 PM.png