CRM alerts and write-back
Create real-time Salesforce or HubSpot alerts for leads, deals, customers, and standard or custom objects. Route them to deal owners or managers in Slack or Teams, where one-click edits write changes back to the CRM.
Rattle
Paid
CRM workflows and AI-assisted revenue insights in Slack or Teams.
What is Rattle?
Rattle connects Salesforce or HubSpot with Slack and Microsoft Teams for revenue workflows, CRM updates, and AI-assisted insights. Revenue operations teams can create alerts around CRM activity and prompt deal owners to act. Atlas maps sales processes and highlights missing steps; Board provides Salesforce views and quick edits. CRM Data Agent suggests field updates with reasoning, while Revenue Pulse and Manager Rundown Agents summarize insights from calls and emails for leaders.
Rattle remains supported for existing customers. Its homepage introduces Von as a separate new product by Rattle. This page covers Rattle's own CRM workflows and named agents. New teams can request a sales demo; account access, permitted users, and purchased services depend on the customer's order.
What can Rattle do?
Revenue process mapping
Atlas maps the journey from marketing-qualified leads to renewals and expansion using CRM data. It highlights gaps such as missed renewal steps or missing deal stages and turns process insights into Slack prompts.
Salesforce views and edits
Board brings Salesforce records into configurable views, including standard and custom fields and objects. Representatives can record call notes, change deal stages, and update amounts without opening Salesforce. Board can group related deal updates into one actionable alert.
No-code workflow building
Rattle’s Workflows builder lets revenue operations teams configure CRM-to-messaging signals without writing code. Atlas also provides a builder for addressing process gaps and bottlenecks.
CRM field suggestions
CRM Data Agent answers or validates CRM fields, shows reasoning behind suggested changes, and lets users review and apply updates.
Revenue insights for leaders
Revenue Pulse and Manager Rundown Agents extract insights from calls and emails and deliver recurring summaries for revenue leaders.
Use Cases
“Keep CRM records current”
Give representatives a way to update fields and call notes from the conversation tools they already use, while writing those changes back to the CRM.
“Track process adherence”
Compare the intended sales or renewal journey with CRM activity, then prompt the owners of missed steps through targeted workflow alerts.
“Prepare pipeline reviews”
Use Board’s Salesforce views and field edits to review deal information and update stages, amounts, and notes before a team pipeline discussion.
Frequently Asked Questions
How do Atlas, Board, and Workflows differ?
Atlas maps revenue processes and identifies gaps. Board focuses on Salesforce views and record editing. Workflows connects Salesforce or HubSpot signals with Slack or Teams notifications and CRM write-back.
Does setup require coding?
The workflow builder requires no coding. Teams must connect their CRM and messaging systems and configure records, recipients, and actions.
Is Rattle still available to existing customers?
Rattle remains fully supported for current customers, with a sign-in entry point. New teams can request a sales demo. The customer's order governs account access, permitted user counts, and purchased services.
Is Von the same product as Rattle?
Von is a separate new product by Rattle. Its AI data-science offering has its own product scope; it is not included in Rattle merely because the two share a provider.
Quick Facts
- Category
- Revenue workflow and process automation
- CRM connections
- Salesforce and HubSpot
- Messaging connections
- Slack and Microsoft Teams
- Named tools
- Atlas, Board, and Workflows
- Current access
- Existing customer support; sales-demo contact
- Named AI tools
- CRM Data Agent, Revenue Pulse Agent, and Manager Rundown Agents
Rattle Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 59
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