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Version: 1.1.0

Real-Time Deal Notifications

Use Case Overview​

Key Model(s) and FieldsSupported Applications
Opportunities

opportunityName amount opportunityStage
opportunityStatus closeDate		Salesforce CRM, HubSpot, MS Dynamics CRM, Zoho CRM
Data Flow: CRM -> Your App

This is a read integration. In this use case example, you can GET target resources to help users understand their pipeline health.

How to build this use case with Alloy's Unified API​

1. Create a Connection​

To get started, you'll need to first implement Alloy's Unified API and create a connection. A connection represents each time an end user links an app to Alloy's Unified API. See Getting Started in our Unified API Quickstart.

Your end-users authenticate integrations using the Alloy Modal

If you’ve already done this, read on!

2. Sync opportunities from your user’s CRM​

Use the [GET List Opportunities] endpoint to sync all opportunities from your user’s CRM to your application. If you only want a subset of opportunities, you can filter by parameters like opportunityStage . The request payload should look something like this:

cURL
curl --request GET \
     --url 'https://embedded.runalloy.com/2023-06/one/crm/opportunities?connectionId=CONNECTION_ID&opportunityStage=Qualified' \
     --header 'Authorization: Bearer YOUR_API_KEY' \
     --header 'accept: application/json'

Which will return the following response:

JSON
{
  "opportunities": [
    {
      "remoteId": "0000000000000000000",
      "opportunityName": "Pied Piper Q4 Upsell",
      "opportunityDescription": null,
      "amount": 10000,
      "opportunityOwner": "John Smith",
      "opportunityAccount": null,
      "opportunityStage": "appointmentscheduled",
      "opportunityStatus": "Open",
      "lastActivityAt": null,
      "closeDate": "2023-11-17",
      "createdTimestamp": 1698716911,
      "updatedTimestamp": 1698716911,
      "id": "c3d2c3po-l00r-8892-re7t-734f01fh90kl"
    },
    {
      "remoteId": "0000000000000000000",
      "opportunityName": "AcmeCo New Deal",
      "opportunityDescription": null,
      "amount": 50000,
      "opportunityOwner": "Emily Johnson",
      "opportunityAccount": null,
      "opportunityStage": "qualified",
      "opportunityStatus": "Open",
      "lastActivityAt": null,
      "closeDate": "2023-11-17",
      "createdTimestamp": 1698441251,
      "updatedTimestamp": 1698441251,
      "id": "b8f78a04-b00d-4192-ba4f-935a72ac6b4d"
    }
  ],
  "pageInfo": {
    "hasNext": false,
    "nextCursor": null
  }
}

3. Provide deal notifications/updates​

Using opportunityStage within the [Opportunities] object, you can write logic to notify your users directly within your product whenever a deal advances – and even send notifications to their chosen channels in Slack or Teams.

For example, you can automate a notification every time a new deal reaches negotiation or hits “closed-won.”

Help users gauge pipeline health​

If you’ve synced your user’s historical deal data, you can help them understand their pipeline health by uncovering insights on deal velocity, close rates, and other KPIs.