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Automate Slack Alerts for Teamgate Deal Progress

Stay on top of your sales process by getting instant Slack notifications whenever a Teamgate deal reaches the 'Contacted' stage. This workflow helps you track updates, ensure contacts are in your CRM, and boost team communication—all automatically.

Created by

44_krishna neema at 11 Sept 2025

Automate Slack Alerts for Teamgate Deal Progress

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Instructions

Step 1: Set Up the Trigger (Teamgate)

App: Choose Teamgate as your app.

Trigger Event: Select "New Deal" or "Deal Updated" based on your requirements (e.g., when a new deal is added or updated in Teamgate).

Connect Teamgate Account: Authorize Zapier to access your Teamgate account.

Test Trigger: Confirm that you can pull in a sample deal from Teamgate.

Step 2: Add Filter (Optional)

App: Select “Filter by Zapier.”

Condition: Set specific conditions to filter deals based on criteria such as deal size, stage, or assigned team member.

Example: “Deal stage is equal to ‘Negotiation’.”

Step 3: Set Up the Action (Slack)

App: Choose Slack as your action app.

Action Event: Select "Send Channel Message" (or another action depending on your preference).

Connect Slack Account: Authorize Zapier to send messages to your Slack account.

Configure Message: Customize the Slack message to include information from the Teamgate deal, such as:

Deal Name

Deal Value

Assigned Salesperson

Deal Stage

Select Channel: Choose the Slack channel where the notification will be posted.

Test Action: Ensure the message is sent to Slack correctly with the relevant deal details.

App Used

Teamgate

Slack

Automate Slack Alerts for Teamgate Deal Progress

Streamline your sales workflow by sending automatic Slack messages when a deal in Teamgate moves to the 'Contacted' stage. This template ensures your sales team is always updated and ready to act.

Trigger Event: Teamgate Deal Stage Change

The workflow starts when a deal in your Teamgate account is updated. As soon as the stage of any deal changes, this workflow gets triggered, keeping you instantly aware of sales movements.

Actions

1. Find Person in Teamgate

The system first checks Teamgate to find if the person related to the deal already exists. This keeps your CRM organized and prevents duplicate entries.

2. Create a New Deal in Teamgate

If the person has been contacted, a new deal is created in Teamgate under the 'Contacted' stage, making sure all new opportunities are properly tracked and managed.

3. Send Message to Slack Channel

Next, a message is sent immediately to your chosen Slack channel. Everyone on the team gets notified about the deal update, helping them stay aligned and ready to respond.

Deals that are not in the 'Contacted' stage are excluded, so your team is only notified about relevant updates.