Connect OnePage CRM and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
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
Retrieve a message from a channel using messageTs
Add Reminder
Create Channel
Set channel topic
Send Private Channel Message
Create Private Channel
Retrieve Thread Message
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Message by Timestamp
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 OnePage CRM and Slack automations
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
Do thisActions
Action is the task that follows automatically within your OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Step by step guides to integrate OnePage CRM and Slack
Frequently Asked Questions
To start, connect both your OnePage CRM and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Slack (or vice versa).
Absolutely. You can customize how OnePage CRM 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.
The data sync between OnePage CRM and Slack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OnePage CRM 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn MoreAbout Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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