Slack notifications are most useful when they highlight moments that need action—not every change made in the CRM.
01
Connect the workspace
- Open Settings, then Integrations.
- Choose Slack and authorize the Avero app.
- Select a channel for the notification.
- Send a test notification before enabling the workflow.
02
Choose high-signal events
Start with won deals, high-value new inquiries, overdue proposals or campaign engagement on active opportunities. Add more only when the channel remains useful.
03