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Here’s a quick guide on how to do this.
1

Connect Your Third-Party System:

  • Log in to your Alloy dashboard.
  • Select and connect the third-party system (e.g., Salesforce, HubSpot) where your deal data is stored by using Alloy’s pre-built connectors.
  • Authorize Alloy to access the necessary data from the third-party system.
2

Configure the Data Flow:

  • Create a new workflow in Alloy.
  • Define the trigger event for the workflow, such as a deal status update or a new deal creation in the third-party system.
  • Map the relevant deal data fields from the third-party system to the fields in your app’s database or API.
3

Set Up Notification Rules:

  • Specify the conditions under which notifications should be sent (e.g., when a deal moves to a specific stage or when a deal amount exceeds a certain threshold).
  • Configure the notification format and content, including relevant deal details.
4

Integrate with Your App:

  • Define the endpoint in your app where Alloy will send the notifications.
  • Ensure that your app’s API can receive and process the incoming notifications from Alloy.
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