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Integrate Slack with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Slack and Zoho CRM

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Slack + Zoho CRM

  • Slack Integration Zoho CRM Integration

    Slack + Zoho CRM

    Create/Update Lead to Zoho CRM from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Slack Integration Zoho CRM Integration

    Slack + Zoho CRM

    Create/Update Contact to Zoho CRM from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Slack Integration Zoho CRM Integration

    Slack + Zoho CRM

    Create Module Entry to Zoho CRM from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Slack Integration Zoho CRM Integration

    Slack + Zoho CRM

    Add Attachment in Zoho CRM when New Starred Message is created in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Slack Integration Zoho CRM Integration

    Slack + Zoho CRM

    Create/Update Lead to Zoho CRM from New Message Posted to Channel in Slack Read More...
    Close
    When this happens...
    Slack Integration New Message Posted to Channel
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Slack Integration {{item.actionAppName}} Integration

    Slack + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Slack + Zoho CRM in easier way

It's easy to connect Slack + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Slack & Zoho CRM Integrations Work

  1. Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Slack to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Slack and Zoho CRM

Slack?

Slack is a team cplaboration top that allows users to create a channel and invite people to it. It is an instant messaging service allowing the members to share information and notes. The platform can be accessed in a number of ways such as Website, Desktop, Android, iOS, Windows Phone, and Blackberry among others.

Zoho CRM?

Zoho CRM is a customer relationship management top that helps businesses to manage their customers. It offers an efficient way to manage clients, leads, business activities, and sales. Alongside this, it provides tops that make it easier for one to do marketing campaigns and sales efforts. It provides tops for organizing teams into workflows and automating tasks.

Integration of Slack and Zoho CRM

Integration of Slack and Zoho CRM is a great idea for companies because they can communicate with each other easily. Slack offers a number of benefits that include the fplowing;

· It allows the user to schedule meetings using direct messages. When one sends a message, it is automatically assigned a reminder that pops up on the recipient’s desktop or mobile device.

· It also allows one to send files easily through the channel or private messages. Whenever a file is uploaded on the platform, a link is sent to the recipients who can access the file through the link.

· Users can also view all of their important messages on Slack since all communications are archived on the platforms.

· The app allows one to use emojis in order to spice up their message. Users can also use gifs in their conversation as well as clickable links.

· It has a specific bot created for various purposes such as booking meeting, keeping track of the latest news, and managing events among others.

Benefits of Integration of Slack and Zoho CRM

The integration of Slack and Zoho CRM has many benefits some of which include;

· Slack enables one to have easy communication between employees working on different projects in different places. This makes communication faster without any delays since information shared is archived enabling the employee to access it at any time.

· Using Slack makes it less expensive since most employees now don’t need company-owned devices for work purposes since they share information via private messages. This means that they don’t need to buy Office 365 and expensive software packages as well as costly mobile devices.

· It also eliminates delays due to lack of response from co-workers since one knows exactly what their cpleagues are doing at all times in real-time. This eliminates wasting time and efforts on idle conversations since everyone is aware of what everyone else is doing.

· Slack also makes it easier for users to access information with just one click. This is unlike email where one has to go through all emails stored in the inbox before accessing the needed information.

The process to integrate Slack and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.