The moment it happens
Announce new deals in Slack
Every new deal shows up with its title, value, owner and stage.
- Runs
- The moment it happens
- Apps
- ActiveCampaign
- AI
- Not needed
- Access
- API key
Send this to your assistant
Create a ClickRuntime automation: when a new deal is created in ActiveCampaign, post its title, value, owner and stage to #deals in Slack.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A new deal in ActiveCampaign usually means a prospect has been qualified, a rep has opened an opportunity, or an automation created one from a form. If the sales manager, the solutions engineer or the owner of the business does not know about it, they cannot prepare a demo, plan capacity or check whether the account is already a customer. They find out in the weekly pipeline review, long after the first call.
When a deal is created, ActiveCampaign sends an event and a Slack message goes out with the deal title, value, pipeline and owner. The post lands within moments, so the right people can react while the opportunity is new.
It is most helpful for teams with specialists who join sales calls, and for founders who like to see every opportunity as it opens.
What you get out of it
Specialists join early in the cycle
A solutions engineer who sees a new deal the same hour can offer to join the first demo. Early involvement raises the odds of closing. The first call goes better when the right expert is in it.
Large deals get attention immediately
A deal with a high value stands out in the channel, and a manager can step in to coach or open an executive conversation sooner. Leadership attention is limited, so seeing size at once helps decide where it goes.
Duplicate or conflicting deals are spotted
If two reps create deals for the same company, someone reading the channel notices the repeated name and merges them before the customer gets two sets of emails. One clean deal record per company also keeps reporting accurate.
Pipeline growth is visible in real time
Watching deals appear gives a live sense of whether the week is on track, and you do not have to wait for the next report to learn that lead flow dried up. A sudden quiet stretch is as informative as a busy one.
Founders stay informed without logging in
Owners of small companies can follow sales from their phone in Slack. They stay close to the pipeline without adding another dashboard to their day. A quick look at Slack replaces a trip into the CRM.
How it works
What happens, step by step
When a deal is created in ActiveCampaign, ActiveCampaign tells ClickRuntime straight away.
The automation picks out the deal title, value and currency, owner and pipeline stage.
It posts them to your #deals Slack channel.
Before it runs live
- Connect ActiveCampaign
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other ActiveCampaign steps into one automation
Under the hood
The code that runs this automation
from clickruntime import on_event, notify
@on_event
def handle(event):
f = event.json
owner = f"{f.get('deal[owner_firstname]', '')} {f.get('deal[owner_lastname]', '')}".strip()
value = float(f.get("deal[value]") or 0)
notify.slack(f"New deal: {f.get('deal[title]')} · {value:,.0f} {f.get('deal[currency]', '').upper()}\n"
f"Owner: {owner} · Stage: {f.get('deal[stage_title]')}", channel="#deals")
return {"posted": True}FAQ
Common questions
Does it include deals created by automation?
Can I send alerts for one pipeline only?
How quickly does the Slack message appear?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
Related
You might also like
Post new ActiveCampaign contacts to Slack
Each new contact appears in Slack with their name, email and the list they joined.
See how it worksShare contact notes in Slack
When someone writes a note on a contact, the team sees the note and who it is about.
See how it worksHear when a deal moves stage or is won
Slack tells you each time a deal advances in the pipeline or closes as won.
See how it worksKeep exploring
Set up “Announce new deals in Slack” from your assistant
Copy the prompt above, or connect your assistant first. Free plan, no credit card.
