Try out the Slack-Zoho CRM integration now, and get your sales graphs rising. After all, every organization does have its own inside lingo. The extension fetches data from the addresses and lead information present in every Zoho CRM record, so that all records are searchable in the Slack channel.Īnd the best part is that you can create custom commands too. You can also search using other keywords such as phone number, fax, email, or company. For example – Searching for `/leads 94566` would display all leads located in Pleasanton, California. The ‘/case which searches for any Zoho CRM case.īy ”keyword,” we’re referring to any search term you might adopt to sort through your Zoho CRM records.The ‘/deal which searches for any Zoho CRM deal.The ‘/account which searches for any Zoho CRM account.The ‘/contact which searches for any Zoho CRM contact.The ‘/lead which searches for any Zoho CRM lead.You can search for entities in Zoho CRM from your Slack chat box, and get the results right there. Reducing the time you spend switching between different tabs and manually searching through your records also makes your work easier. These notifications will keep you abreast of what’s happening in your sales department and altogether contribute to closing more deals. This open communication channel can be chosen while installing the extension. It also notifies your team about the status of deals, closures, and the creation of cases via that open communication channel in Slack. The extension automatically pushes notifications to your team about new leads, contacts, accounts, and deals to a particular open channel in Slack. This combination of communication and information centralizes your team’s decision making processes. After you’ve added Geebot to your workspace, you can start customizing your first huddle meeting. For larger teams, Geekbot is 2.50 per user per month (on an annual plan) and 3.00 per user per month (on a monthly plan). Again, Geekbot is completely free for teams of 10 or fewer active users. How about having Slack help you close deals in a fun and easier way? The Slack-Zoho CRM integration is finally here. First, add Geekbot to your Slackworkspace. But, we thought you needed more from Slack, than just to tell your lunch group you won’t be coming that day. Well, you either need a rocket-fuel-powered-repulsor-exosuit on your fingers, or you need Slack. Oh, and you shouldn’t forget to schedule a team huddle with the new salespeople. You need to give your boss a few good numbers to crunch. ![]() You need to double check the next gig with the guy from the marketing team. Published It has been nearly two years since a majority of the workforce is working from home. You’ve got to post the leads generated last week. You’ve got to update your team with the status of the ongoing campaign.
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