MAY 29 2023
Salesforce and Slack integrations and workflow automations for syncing deals across platforms. Increased guest-to-seat ratios and external guest access requests.
This release introduces workflow automations, starting with Salesforce and Slack, allowing you to automatically create, sync and update prices (and proposals) with your CRM.
It also improves the user experience for onboarding guests - with external access requests, an increased guest-to-seat ratio for all paid plans, and the ability to increase your guest limit
With our new Salesforce and Slack integrations, your can keep estimates and prices in sync across your platforms:
| Automation | Example |
|---|---|
| When opportunity updates in Salesforce | |
| Then create new deal in Estii. | Create a new deal from a specific template when an opportunity with a specific owner moves to the price/quote stage |
| When opportunity updates in Salesforce | |
| Then update deal in Estii | Update target price and due date when opporunity is edited |
| When deal updates in Estii | |
| Then update opportunity in salesforce | Update opportunity amount and attach generated proposal and spreadsheet when deal is approved |
| When deal updates in Estii | |
| Then send message in Slack | Notify teammates that deal has been approved, and opportunity updated |
<aside> 👉 Check out the Workflow automations page for more details
</aside>
Access automations and integrations from the workflow page
External users can now request guest access to your space**.** This sends an email notification to space admins for approval, and links to the new pending requests panel on the member settings page.
External users can now request access to a space