Improve team collaboration and work with better context
Slack is a great way to collaborate with your team! Now with Zoho CRM's integration with Slack, you can share crucial information like lead details or reports easily with your team members and inturn, increase team collaboration and productivity.
Here's how we can help you
- Create chat groups for your team to communicate about sales
- Automate sending sales updates from Zoho CRM to Slack
- Pull sales records and dashboards to Slack using slash commands
Keep the team informed
Want to share important information from CRM to your team members? Do not waste time by taking screenshots. Integrate CRM with Slack and share them with ease.
Never miss another event, task or phone call
Have a habit of setting several reminders but still end up missing an important event? Not to worry. With the integration offering you the option of setting reminders in Slack itself so even if you're not on Zoho CRM, you'll still receive sales notifications.
Use automation to make life easier
Want to notify your colleagues every time an action happens in CRM? Just set a rule and lay back. Your team mates will get automatically notified via Slack whenever there's an important sales update.
View CRM information in Slack with slash commands
Don't wish to switch tab to get information about that lead you were discussing? Just use the "/" commands to pull up record information from Zoho CRM right into your Slack conversation.Learn More