Slack
Get instant CRM updates in your workspace.
Overview
Stay connected with your team and receive real-time CRM updates directly in Slack. Effortlessly collaborate, track deals, and never miss an important notification.
Benefits
Instant notifications – Get real-time updates on leads, deals, and tasks.
Seamless team collaboration – Share CRM updates with team members in Slack channels.
Quick commands – Create tasks, assign leads, and update deal statuses from Slack.
Reduce email clutter – Stay informed without constantly checking emails.
Step-by-Step Integration Guide
Step 1 : Access the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Slack under the Communication & Collaboration category.
Step 2 : Connect Your Slack Account
Click "Connect Slack" and sign in with your Slack workspace.
Grant the necessary permissions to allow CRM access.
Step 3 : Configure Your Slack Preferences
Choose which CRM activities trigger Slack notifications (e.g., new leads, task assignments, closed deals).
Select specific Slack channels for different types of alerts.
Step 4 : Start Using Slack with CRM
Receive lead, task, and deal updates directly in Slack.
Use quick commands to update CRM data without leaving Slack.
Collaborate with your team by sharing updates in relevant channels.
