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Slack + CRM: Two-Way Sync Brings Your Pipeline Into Every Conversation

Slack + CRM: Two-Way Sync Brings Your Pipeline Into Every Conversation
Integration
January 16, 2025

The new native Slack integration lets your team update deal stages, log calls, and assign follow-up tasks directly from any Slack channel - without ever switching tabs. Real-time deal alerts are pushed to designated channels the moment a lead changes status.

Setting up is a three-click process from your Integrations dashboard. Once connected, you can create custom Slack notifications for deal milestones - such as when a deal exceeds $10,000 in value, when a proposal is opened, or when a contact goes 7 days without engagement.

Sales managers can use the /crm slash command inside Slack to pull up any contact, deal, or account summary instantly. The bot responds with a rich card showing key data points and actionable buttons.

This is one of our most-requested integrations. It joins our existing library of 120+ native connectors including Salesforce, HubSpot, Stripe, Intercom, and Zapier.

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