Real-Time Deal Notifications
Alloy makes it easy to set up real-time deal update notifications from any third-party system directly into your app. 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 any application your business uses:
- Define the endpoint in the application where Alloy will send the notifications.
- Ensure that the app's API can receive and process the incoming notifications from Alloy.