Overview
Deal Rooms in Sweep are Slack channels tied to a Salesforce record.
You can automatically rename the channel to stay in sync.
This requires two automations: one that creates the Deal Room and one that renames it.
✍️ Sweep-Created Channels VS Manually created Channels:
Sweep can only rename Slack channels that were created by a Sweep automation (i.e. via the "Create deal room" action).
Channels created outside of Sweep cannot be renamed via the Rename Deal Room action, regardless of whether the channel ID is stored on the record or the Sweep bot is added as a member after the fact.
Prerequisite: Confirm the deal room exists
Before setting up a rename automation, verify that the record already has a Deal Room created by Sweep. If not, set up a "Create deal room" automation first (see: How to create a Deal Room in Sweep).
Steps to Create a 'Rename Deal Room' automation
ℹ️ Automation that watches for changes and renames the existing channel.
In Sweep, go to Build → Automations and create a new automation on the same object.
Set the WHEN trigger to the field update that should drive the rename (e.g. Industry changes to any value).
Under THEN, select Rename deal room as the action.
Under Choose deal room, select Record's deal room.
Set the New Slack channel name using static text and/or dynamic fields (e.g. updated-dealroom-name-{Account.Account ID}).
* Optionally add a message to be posted in the channel when it gets renamed.
Deploy the automation.
Note: This automation only works if the record already has a dedicated Deal Room. If the record does not have a dedicated Deal Room created by Sweep, this automation will be skipped.
Rename directly in Slack (Slack Admin only)
If you need to rename a channel outside of an automation trigger, Slack Admins can do it manually:
Steps:
1. Open the Slack channel
2. Click the channel name at the top
3. Go to Edit
4. Update the name and save
ℹ️ Standard Slack users do not have permission to rename channels.