Slack

Slack Integration

When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest developments in organizing a user conference, having a meeting might seem best. However, it would take up your valuable time in booking meeting rooms, notifying others, and making the necessary arrangements for the meeting.

Zoho CRM and Slack teams up to give you the option to be where you are and attend these discussions. It would definitely be a time saver. So the next time you want to get an update on a deal, you need not send an email or book a meeting room. You can just share the CRM record with your team on Slack and ask an update on it.

With this integration you can:

  • Share records with users and channels in Slack to start a discussion. This includes all the modules that have a business card view.
  • Share a chart from a CRM report or dashboard with users and channels in Slack.
  • Create an instant action associated to a workflow rule that can notify users or channel members in a team on Slack .
  • Get reminders in Slack for all the activities in your CRM calendar.

Availability

Permission Required: Administrator needs to set up the Slack Integration and add teams.

Set up Slack Integration

The user with the administrator profile needs to enable the integration first and add the team on Slack to Zoho CRM. CRM Data can be shared only to the users and channels in those teams.

To set up Slack integration

  1. Click Settings > Setup > Extensions & APIs > Others> Slack.
  2. Click Setup now.
  3. In the Slack integration page, click Add to Slack.
    If you had already added your teams to CRM, click Allow another team to add more.
  4. In the pop-up, enter your team's Slackdomain and click Continue.
    If you are already logged in to your team on Slack, it will be listed in the pop-up. You can select one and authorize to integrate it with Zoho CRM.
  5. Specify the email address and password for the Slack domain and click Signin.
  6. View the list of items that Zoho CRM will be allowed to access in Slack and click Authorize.

Authorize Data Sharing

Administrator adds the teams to which CRM data can be shared but as each team on Slack has a different log in, every user need to authorize first before sharing.

To authorize data sharing

  1. Click on a record that you want to share.
  2. In the record detail's page, click for more options and then click Share via Slack.
  3. In the pop-up, enter the following details:
    • Enter a message that needs to be posted along with the business card view in Slack.
    • Click Authorize from the Team drop-down list.
    • In the Slack pop-up, choose one of the teams that the administrator has added.
      If you are logged in to a team on Slack that the administrator has added to Zoho CRM, it will be listed here. If not, you will have the option to sign in.
    • Click Authorize.
      The team will be listed henceforth when you share a record. Similarly, you can add multiple teams.

Share a Record with a Team on Slack

You can share records with users and channels in Slack to start a discussion. This includes all the modules that have a business card view. Also, share a chart from a CRM report or dashboard with users and channels in Slack.

To share a record with a team on Slack

  1. Click on a record that you want to share.
  2. In the record detail's page, click for more options and then click Share via Slack.
  3. In the pop-up, enter the following details:
    • Enter a message that needs to be posted along with the business card view in Slack.
    • Choose the Team on Slack from the drop-down list.
      Only the teams that the admin has added and you are part of will be listed.
    • Choose if you want to NotifyToUsers or Channels.
    • Based on the previous selection, choose the user/channel.
    • Click Save.

To share a report with a team on Slack

  1. Click on a report that you want to share.
    Note that only reports with charts can be shared.
  2. In the report's page, click ChartOptions > Share via Slack.
  3. In the pop-up, enter the following details:
    • Enter a message that needs to be posted along with the report.
    • Choose the Team on Slack from the drop-down list.
      Only the teams that the admin has added and you are part of will be listed.
    • Choose if you want to NotifyToUsers or Channels.
    • Based on the previous selection, choose the user/channel.
    • Click Save.

Add Instant Action to Notify via Slack

When workflow rules are triggered, instant actions are executed immediately. One such instant action is to notify users in a team on Slack . For example, you created a workflow rule that is triggered when a big deal is won. In this workflow rule, you can create an instant action to notify your manager and team mates about the big deal. Sharing it via Slack gives you the advantage of having a two-way conversation instantly.

To add workflow instant action

  1. Go to Settings > Setup > Automation > WorkflowRules.
  2. In the WorkflowRules page, select a rule to which you want to add Slack notification as an instant action.
  3. Click InstantActions > Notify > via Slack.
  4. In the pop-up, enter the following details:
    • Enter a message that needs to be posted as notification.
      Enter # and select a field to include field values as part of the message.
    • Choose the team on Slack from the drop-down list.
      Only the teams that the admin has added and you are part of will be listed.
    • Choose if you want to NotifyToUsers or Channels.
    • Based on the previous selection, choose the user/channel.
    • Click Save.

Get Reminders for CRM Activities in Slack

This integration also provides reminders for events, tasks and calls scheduled in CRM. You can get timely reminders for all the activities scheduled in your calendar.

To turn on reminders via Slack

  1. Go to Zoho CRM's Calendar.
  2. Click Options > Preferences.
  3. In the Preferences pop-up, clear the Turn off reminder via Slack checkbox.
  4. Choose the team from the drop-down for which you want to turn on the reminder.
  5. Click Save.

Delete a Team on Slack from Zoho CRM

Users with Administrator profile can add as well as delete Team on Slack s that are added in Zoho CRM. On deleting, the particular team will be removed from the organization's CRM account and none of the users from the team will be able to post to it via Zoho CRM. Also, instant actions added in workflow rules will be deleted from the rule.

To delete a team on Slack

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Settings > Setup > Extensions & APIs > Others > Slack.
  3. Click Manage corresponding to the Slack Integration.
    All the teams added by the administrator will be listed.
  4. Click on the Delete icon corresponding to the team on Slack that you want to delete.

Deactivate Slack Integration

You can deactivate the entire integration by clicking on the Deactivate link. On deactivating, all the options in Zoho CRM to share via Slack will no longer be available.

To deactivate the Slack integration

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Settings > Setup > Extensions & APIs > Others > Slack.
  3. Click Manage corresponding to the Slack Integration.
  4. Click the Deactivate link.

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