Integrate Slack with Zoho CRM
Send information between Slack and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Send Slack messages when Zoho CRM deals reach a specific stage
This flow posts a message in a Slack channel when a deal reaches
a specific stage in Zoho CRM, helping you stay informed about their progress.
How it works
1. A deal reaches a specified stage in Zoho CRM.
2. Zoho Flow sends a channel message in Slack.
Send Slack messages when Zoho CRM deals reach a specific stage
Zoho CRM + Slack
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Supported triggers and actions
Integrate Slack and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message starred
Triggers when a message is starred
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message posted to public channel
Triggers when a new message is posted to the selected public channel
User added
Triggers when a new user is added
Channel created
Triggers when a new channel is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Set channel topic
Sets the topic for the selected channel
Fetch user - By name
Fetches the details of an existing user by name
Send direct message
Sends a direct message to the selected user
Send private channel message
Sends a message to the selected private channel
Update profile
Updates the profile information for the selected user
Create reminder
Creates a new reminder
Create channel
Creates a new public channel
Send public channel message
Sends a message to the selected public channel
Fetch user - By username
Fetches the details of an existing user by username
Fetch user - By ID
Fetches the details of an existing user by ID
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Slack?
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
