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CRM.io + Slack

Connect CRM.io and Slack to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for CRM.io

Choose an Action

Automatically do this!

Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Messages from Slack
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Id
Get User Information by Email
Get User Complete Profile Details by ID

Ready to use CRM.io and Slack automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Message on a Channel

Triggers when new message was sent in a channel

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New message Posted

Triggers when a new message is posted on any slack channel.

New Message Reaction

Triggers when a new messages on channels is posted and reaction added to that.

New Message in a Thread

Triggers when new message recieved in a thread.

New member join/leave or updated in channel

New member join/leave or profile updated in channel

Request a new Trigger for CRM.io

Do thisActions
Action is the task that follows automatically within your CRM.io integrations.

List All lists

Retrieves the detail of all lists

Search List by Name

Retrieves the detail of lists by name

List All Tags

Retrieves the detail of all tags

Search Notes

Retrieve notes for a contact by email.

List All Companies

Retrieves the detail of all companies

List All Deals

Retrieves the detail of all deals

We'll help you get started

Our team is all set to help you!

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How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Step by step guides to integrate CRM.io and Slack

Frequently Asked Questions

How do I start an integration between CRM.io and Slack?

To start, connect both your CRM.io and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Slack (or vice versa).

Can we customize how data from CRM.io is recorded in Slack?

Absolutely. You can customize how CRM.io data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CRM.io and Slack?

The data sync between CRM.io and Slack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CRM.io to Slack?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CRM.io and Slack?

Yes, you can set conditional logic to control the flow of data between CRM.io and Slack. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

CRM (Customer Relationship Management)Sales & CRM

Learn More

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

communication and collaboration tools.Notifications

Learn More

Connect CRM.io and Slack to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use CRM.io and Slack automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Message on a Channel

New User Joined or Updated in Your Org

New message Posted

New Message Reaction

New Message in a Thread

New member join/leave or updated in channel

Do thisActionsAction is the task that follows automatically within your CRM.io integrations.

List All lists

Search List by Name

List All Tags

Search Notes

List All Companies

List All Deals

We'll help you get started

Know More About Crmio and Slack Integrations

Integrating Typeform and Slack for Seamless Communication

How to Integrate HubSpot Forms with Slack for Instant Alerts

How viaSocket Works | A Complete Guide

Step by step guides to integrate CRM.io and Slack

Frequently Asked Questions

About CRM.io

About Slack

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your CRM.io integrations.