If you’re tracking deals in Attio and find yourself bouncing between tabs or waiting for email notifications, you’re not alone. Most sales teams want updates where they’re already chatting—Slack. This guide is for folks who want deal updates delivered straight to a Slack channel, without a bunch of fluff or a degree in Zapier.
Maybe you’re a sales manager who wants to keep your team in the loop, or just someone tired of missing important deal changes. Either way, let’s get your Attio and Slack talking to each other, reliably and with as little maintenance as possible.
What You Need (and What You Don’t)
Before you start, you’ll need:
- An Attio account with access to the workspace and deals you want to track.
- A Slack workspace and permission to add integrations (usually you’ll need to be an admin or work with one).
- Either Zapier (or Make, or similar no-code tool)—or a willingness to poke at Attio’s webhooks directly, if you want more control.
You don’t need:
- A developer (unless you want something custom).
- A paid Slack plan (the free plan works fine for basic notifications).
- To pay for Attio’s API access—webhooks are included with most plans, but check your tier just in case.
Step 1: Decide What Counts as a “Deal Update”
Don’t just blast every little change into Slack. That’s how channels get ignored. Figure out what actually matters to your team, like:
- New deals added
- Deals moved to a new stage (e.g., “Negotiation” or “Closed Won”)
- Changes to deal value or owner
Pro tip:
If you’re not sure, start simple—just “deal moved to a new stage.” You can always add more triggers later.
Step 2: Set Up a Slack Channel for Deal Updates
Keep notifications out of the main chatter. Create a dedicated channel, e.g., #deal-updates or #sales-notifications.
- In Slack, click the "+" next to “Channels” and pick “Create a channel.”
- Name it, set privacy if needed, and invite your team.
Skip this if you already have a channel in mind.
Step 3: Connect Attio to Slack Using Zapier (Easiest Way)
If you want fast setup and don’t want to code, Zapier is your friend. Here’s how to wire it up:
3.1. Create a Zapier Account (Free is Fine)
Go to Zapier and sign up. Free plans let you test things out, though if you want more complex logic or lots of volume, you may eventually need to pay.
3.2. Start a New Zap
- Click “Create Zap.”
- For the Trigger, search for “Attio.”
- If it doesn’t show up, you’ll need to use a Webhook trigger (see below).
If Attio is Supported in Zapier:
- Pick the event you want (e.g., “New Deal” or “Deal Updated”).
- Sign in to Attio and connect your account.
- Set up the trigger details (which list, what filter, etc.).
If Attio Isn’t Supported (Most Likely):
- Use “Webhooks by Zapier” as the trigger.
- Choose “Catch Hook.”
- Zapier will give you a webhook URL.
In Attio: - Go to Settings > Integrations > Webhooks. - Click “Add webhook,” paste in the Zapier URL, and pick what events to send (e.g., “Deal updated”). - Save.
3.3. Set the Action: Send to Slack
- For Action, search for “Slack.”
- Choose “Send Channel Message.”
- Connect your Slack account.
- Pick the channel (e.g.,
#deal-updates). - Customize the message with info from Attio.
- Example:
Deal {{deal_name}} moved to {{new_stage}} by {{owner}}. Value: ${{value}} - Test it. You should see a message pop up in your Slack channel.
Don’t overthink formatting—plain text works fine.
Step 4: Test and Tune Your Notifications
Send some test deals through. Watch for:
- Too many messages? Tweak your triggers.
- Not enough detail? Add more fields to the Slack message.
- Weird formatting? Simplify—skip the emojis and fancy blocks unless you really need them.
Honest take:
Most teams start off with way too many notifications and end up muting the channel. Less is more.
Step 5: Keep It Simple (and Secure)
Some things to watch out for:
- Privacy: Don’t send sensitive deal info to public channels. If you need to, keep it to “deal name” and stage, not client emails or financials.
- Limits: Zapier’s free plan has usage caps. If you start missing updates, check your plan limits.
- Attio Permissions: If you change who can access webhooks or deal data, integrations can break. Note who set it up.
Bonus: Going Beyond Zapier (For Nerds and Custom Needs)
If you want more control, you can ditch Zapier and use Attio’s built-in webhooks directly with Slack’s Incoming Webhooks or a small custom script.
Pro tip:
Slack’s built-in webhooks are basic—they take a JSON payload and post to a channel. You’ll need to translate Attio’s webhook format into Slack’s. This usually means a small cloud function (Node.js, Python, etc.) sitting in the middle.
For most folks, this isn’t worth it unless you need:
- Super-custom formatting
- Filtering by deal type, value, or owner
- Posting to multiple channels based on criteria
If you’re not comfortable with code, just stick to Zapier or Make.
What Works (and What Doesn’t)
What works:
- Simple, targeted notifications—everyone knows what’s happening, no extra clicks.
- Easy set-up with Zapier—no dev time needed.
What doesn’t:
- Spamming the team with every little change. You want signal, not noise.
- Over-complicated workflows. If you’re spending more time debugging than selling, dial it back.
Ignore:
- Fancy formatting, unless it actually helps your team act faster.
- Over-promised “AI” bots that just repackage notifications. They don’t add real value here.
Wrapping Up: Keep It Lean, Iterate as You Go
Integrating Attio with Slack is more about discipline than tech. Start small—just the deal updates your team actually cares about. See how it goes, tweak if needed, and don’t be afraid to turn stuff off if it’s not helping.
If you hit a wall, ask your team what’s actually useful. The best Slack integrations are the ones people don’t mute.
Done right, you’ll save time, get faster feedback, and stay on top of deals—without living in your inbox or missing another win.