Connect Slack and Zoho 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!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use Slack and Zoho CRM automations
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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. Optionally add buttons, post in a thread, set a bot name/icon, 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 Zoho CRM
Frequently Asked Questions
To start, connect both your Slack and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Slack data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Slack and Zoho 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 Zoho 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 Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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