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ReleasesIntegrations
IN THIS SECTION
Integrations enable Estii to interact with other platforms like Salesforce and Slack.
Getting started
To activate an integration in your workspace, navigate to the Settings > Workflow > Integrations and click connect on the desired platform.
Each integration authenticate with the platform and allow you to configure the integration if required. To disable the integration, click disconnect.
Integrations setting screen
Integration guides
Learn how to use automations to synchronise changes between Estii and other platforms, by performing actions in response to specific events
The Salesforce integration allows automations to respond to the creation or modification of opportunities in Salesforce using the Opportunity Updated event.
The Slack integration allow automations to post a message to a configured Slack channel using the Send Message action.
The Webhooks integration works both ways: send deal data to custom endpoints with the Send Webhook action, and receive deal updates back with the Webhook Received trigger.
Request an integration
If you are looking for another integration, please don't hesitate to get in touch with our team to discuss further.