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Send Slack messages when Zoho CRM deals reach a specific stage


This flow posts a message in a Slack channel when a deal reaches a specific stage in Zoho CRM, helping you stay informed about their progress.


How it works
1. A deal reaches a specified stage in Zoho CRM.
2. Zoho Flow sends a channel message in Slack.

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Send Slack messages when Zoho CRM deals reach a specific stage

Zoho CRM + Slack

Build your own integrations between Zoho CRM and Slack

Connect Zoho CRM and Slack with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Slack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

User created or updated

Triggers when the details of an existing user are created or updated

New module

Triggers when a new module is created

New note

Triggers when a new note is added

Entry created or updated

Triggers when a record entry is created or updated

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Channel created

Triggers when a new channel is created

User added

Triggers when a new user is added

Message posted to private channel

Triggers when a new message is posted to the selected private channel

Message starred

Triggers when a message is starred

Message posted to public channel

Triggers when a new message is posted to the selected public channel

All Actions - Actions are the automated tasks

Draft email template

Drafts an email based on the selected template

Add user

Adds a new user

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Send private channel message

Sends a message to the selected private channel

Send public channel message

Sends a message to the selected public channel

Set channel topic

Sets the topic for the selected channel

Send direct message

Sends a direct message to the selected user

Update profile

Updates the profile information for the selected user

Fetch user - By name

Fetches the details of an existing user by name

Create channel

Creates a new public channel

Fetch user - By username

Fetches the details of an existing user by username

Create reminder

Creates a new reminder

Fetch user - By ID

Fetches the details of an existing user by ID

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Slack?

Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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