Slack CRM integration: pipeline notifications and custom deal alerts

Two ways to connect Streak and Slack

Streak works with Slack in two ways, and you can use either one on its own.

The Streak for Slack app is free on any plan.
Install it once from the Slack Marketplace to send pipeline notifications to a channel, search and update boxes with slash commands, and send Slack messages into a deal record.

Get the app ->

Custom alerts are built with Streak automations, included on Pro+ and Enterprise. No app install required. You choose the trigger and write the message yourself, including AI insights about a deal.

Learn more about Streak automations -> 

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See deal activity in Slack as it happens

Streak sends a message to your Slack channel when activity happens in a pipeline you've configured notifications for. Your team sees deals move and gets the most important updates without opening the CRM, and without needing a Streak seat.

Your team can be notified about the follow events in your CRM:

• Stage changes
• Created boxes
• Created meeting notes
• Created call logs
• Created comments
• Due tasks

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Build custom alerts on your own triggers

When you need something more specific, a Streak automation can post a message you write to any public Slack channel — you choose both the trigger and what the message says.

Use Streak automations to send a Slack message when:

• A box is created, changes stage, or is updated
• A box hasn't moved for a period you set
• A mail merge recipient views, clicks, or replies
• Someone presses an action button in your pipeline
• A scheduled time arrives, for daily or weekly digests
• An incoming Gmail message matches a filter you define
• Someone submits a Calendly booking, Typeform, or Google Form

This is how most teams build alerts that actually matter: a stalled-deal warning after two weeks of no movement, a heads-up when a proposal recipient opens the email, a Monday morning summary of everything sitting in one stage.

CRM automations are available on Pro+ and Enterprise plans.

Learn more about Streak automations →

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Let AI explain what's happening on a deal

Streak's Ask AI about a box automation step answers a question you write, using the deal's emails, fields, comments, tasks, meeting notes, and call logs. Publish the answer to Slack and the alert arrives with context attached — a stage change tells your team something happened, this tells them what to do about it.

Teams get AI insights about deals in Slack when:

The question runs the same way every time the trigger fires, so the format stays consistent and the channel stays readable. To avoid creating noise in Slack, these work best on triggers that fire selectively — a late-stage move, a button press, or a schedule — rather than on every new box.

AI action steps require Pro+ or Enterprise and use AI credits each time they run.

See how Streak AI works →

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Keep deals updated from Slack

Type /streak search [box name] to pull any box into the conversation. The results modal opens with that deal's current state, and changes you make save straight to Streak.

From the modal you can:

• Change a deal's stage or reassign it to a teammate
• Edit any pipeline column
• Read the box timeline, including emails, comments, and call logs
• Schedule a follow-up reminder with a due date

Useful when someone asks about a deal mid-thread and the answer is two clicks away instead of a tab switch. Run /streak help for the full list of commands.

Turn Slack messages into comments and tasks

Decisions get made in Slack threads and then disappear. Instead of copying them into the CRM later, send the message to the deal it belongs to.

1. Hover any Slack message
2. Click the three-dot menu to open More actions
3. Hover over Connect to apps
4. Select the Streak Send to a box action
5. Choose to post the message as a comment on the deal timeline or turn it into a task with a due date.

Availability and plan requirements

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How to install Streak for Slack

1. Install Streak from the Slack Marketplace
2. Click Connect Streak to Slack in the welcome message and authorize the app
3. Run /streak notifications on [pipeline name] in the channel you want updates in

Add to Slack →

Full setup guide →