June 6, 2023 Product Release Notes

It's an exciting time here at Swantide. We've been rapidly releasing a lot of new product functionality to help RevOps professionals drive value and get more out of their CRM. This blog highlights a few powerful Workflow Templates our customers can use in the Swantide app. 

Slack Notification for Opportunity Stage Change

Ever wanted Slack to alert you when a rep moves an Opportunity through the funnel? Now you can do this in a few simple steps. 

Go to Integrations Page in your Swantide App and follow the instructions to install the Salesforce <> Slack integration.

Once this is set up, you can snag the Workflow Template and customize it to your instance so you get notifications like:

• Send a Slack message when an Opportunity moves to a Contracting stage.
• Send a Slack message to notify an Opportunity has been qualified.
• Send a Slack message when an Opportunity moves to Closed-Won!

Email Notification for Opportunity Stage Change:

Like Slack notifications, Email notifications can be used when you want real-time updates on change stages within your sales pipeline. Some of our customers use both; some choose one or the other. Either way, these notifications are a great way to stay in the know about pipeline changes in your Salesforce. 

You just need to update a few variables and provide a few inputs:

• Recipient: Email will go to the Opportunity Owner
• Define the Stage(s) that should trigger the notification
• Outline the Message and Subject that you'd like to include

Here is a video walking you through what it looks like in the app:

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And there you have it! Everything you need to stay completely up-to-date on pipeline changes all done with a few clicks in Swantide. If you're a customer and want to deploy this to your Salesforce, check it out in the app or reach out to your CSM. 

The Wrap Up

If you're not yet a Swantide customer but want access to instantly deploying workflows and automations like this into your CRM, reach out! We can't wait to chat. 

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