Slack
Connect Orbit to Slack and your team hears about new leads and deals where they already work. Workflows post to the channels you choose, each pipeline can have a deal alert channel with a minimum amount, and every person can get their Orbit notifications as Slack DMs. Message shortcuts create an Orbit task or add a note to a record straight from Slack.
How it works
From form submission to Slack.
Connect your Slack workspace via OAuth - just click "Connect" and authorize Orbit
Select the channel where you want notifications to appear
Customize the message format to include the form fields you care about
Enable the integration and test with a sample submission
In Settings → Slack, add a deal alert channel per pipeline and turn on Slack DMs for your own notifications
Slack featuresWhat you get.
Use cases
When teams use it.
Alert the sales team instantly when a lead form is submitted
Post every large deal to a deals channel the moment it is created or won
Get your mentions, assignments and task reminders as Slack DMs
Turn a customer message in Slack into an Orbit task or note
Works with Workflows.
Use Slack notifications as a step in your workflows to alert your team at any point in the process.
Halo
HubSpot
Close CRM
Attio
Airtable
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