Connect Slack and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in Channel
New User Joined or Updated in Your Org
New Message Posted
New Message Reaction
Recent Thread Messages
New member join/leave or updated in channel
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Ready to use Slack and OnePage CRM automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in Channel
Triggers when a new message posted on a specific 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 new reaction is added to a message.
Recent Thread Messages
Triggers when a new message recieved in a thread.
New member join/leave or updated in channel
Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.
Do thisActions
Action is the task that follows automatically within your Slack integrations.
Send message
Send a message to channels or people. Add buttons, post in a thread, set a bot name/icon, mention users or @channel, control link previews, or schedule delivery.
Set Slack Status
Set your Slack profile status text and emoji and optionally specify how long it should remain active.
Send Interactive messages
This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action
Send Block/buttons/Intractive message using AI
Send Block, buttons, or slack form using AI
View_open BlockKit Modal using JSON
Open Model as a response or any BlockKit action
Chat_update slack block or message using messageTs
Update your open or any other chat message using messageTs
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Step by step guides to integrate Slack and OnePage CRM
Frequently Asked Questions
To start, connect both your Slack and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Slack data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Slack and OnePage CRM 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 Slack and OnePage CRM. 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
Learn MoreAbout 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.
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