Slack integration
Customize deal stage notifications
Configure instant alerts when deals move between stages, ensuring your team never misses critical pipeline movements or opportunities.
Track list management changes
Automatically notify teams when companies are added to or removed from key lists, maintaining complete visibility across investment workflows.
Monitor field updates
Stay informed of changes to important fields like deal size, investment thesis alignment, or relationship scores through instant Slack notifications.
Manage meeting intelligence
Receive automated notifications about upcoming meetings, completed calls, and new note creation to maintain deal momentum.
Control information flow
Set up dedicated Slack channels for different teams, deals, or portfolios while maintaining enterprise-grade data privacy.
Most popular workflows
Collaborate better on deals with Affinity and Slack
Sozo Ventures uses Slack’s integration with Affinity to update teams about opportunities as they move through the pipeline. Specific Slack channels indicate when a deal is marked high priority, making it easier to track progress.
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Connect with other tools and apps
Sharepoint
Integrate deal documents while maintaining enterprise-grade security standards.
Microsoft Teams
Share critical deal updates and relationship intelligence instantly across your firm.
Hubspot
Enrich contact data bi-directionally while maintaining relationship intelligence accuracy.