Your pipeline, live in the channels your team already watches
Get real-time deal and lead alerts in Slack, act on records without leaving the thread, and let AI flag the moments that actually need a human.
How it works
Deals don't wait for someone to open the CRM. Leadify pushes real-time alerts into Slack the moment a lead comes in, a deal changes stage, or a big opportunity stalls, and reps can act right there: update a stage, assign an owner, or add a note without switching tabs. AI trims the noise so channels carry signal, not spam.
Real-time deal and lead alerts
The events that matter hit the right channel or DM the second they happen.
- New lead and assignment alerts
- Stage change and deal-won notifications
- Stalled-deal and at-risk warnings
- Route alerts by channel, team, or owner
Take CRM actions from Slack
Update records, log activity, and assign owners straight from a message.
- Change deal stage in one click
- Assign or reassign owners inline
- Add notes that log to the record
- Every action synced back to the CRM
AI notifications that cut the noise
AI summarizes what changed and flags only the updates worth your attention.
- Digest summaries instead of alert floods
- Highlights deals that need action now
- Plain-language change summaries
- Tune sensitivity per channel
Where teams use it
Built for real revenue work.
Instant lead response
New leads ping the right channel within seconds, so a rep can claim and reply before the prospect cools off.
Celebrate and coach in the open
Closed-won alerts land in a team channel for the win, while at-risk warnings prompt managers to step in early.
Fewer status meetings
When pipeline changes stream into Slack, the weekly 'what's the update?' meeting mostly disappears.
“New leads used to sit for an hour before anyone noticed. Now they hit Slack instantly and a rep claims them in seconds, right from the channel.”
FAQ
Questions, answered.
How does the Slack integration work?
You add the Leadify app to your Slack workspace and choose which events go to which channels or people. When something happens in the CRM, Leadify posts an alert, and you can act on the record directly from the message. Actions sync straight back to the CRM.
Can I control which alerts I get?
Yes. You can route alerts by team, channel, deal size, stage, or owner, and choose between instant notifications and AI digest summaries. That keeps channels useful instead of noisy.
What can I actually do from Slack?
You can change a deal's stage, assign or reassign an owner, and add notes that log to the record, all without leaving Slack. More complex edits open the full record in Leadify in one click.
How do the AI notifications reduce noise?
Instead of firing an alert for every change, the AI can summarize activity into digests and surface only the deals that need action, like a stalled opportunity or a hot new lead.
Bring the pipeline to where your team talks
Connect Slack and turn CRM updates into action in seconds.