Integrate Zoho CRM with Slack
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Send Slack messages when Zoho CRM deals reach a specific stage
How it works
Send Slack messages when Zoho CRM deals reach a specific stage
Zoho CRM + Slack
Build your own integrations between Zoho CRM and Slack
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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 module
Triggers when a new module is created
New lead
Triggers when a new lead is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
User created or updated
Triggers when the details of an existing user are created or updated
User added
Triggers when a new user is added
Message posted to public channel
Triggers when a new message is posted to the selected public channel
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
Channel created
Triggers when a new channel is created
All Actions - Actions are the automated tasks
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Enroll cadence
Enrolls an existing record to a cadence
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
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 module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Send private channel message
Sends a message to the selected private channel
Set channel topic
Sets the topic for the selected channel
Fetch user - By name
Fetches the details of an existing user by name
Fetch user - By username
Fetches the details of an existing user by username
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Send direct message
Sends a direct message to the selected user
Update profile
Updates the profile information for the selected user
Send public channel message
Sends a message to the selected public channel
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.
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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.
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Logic
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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
Endless integrations. End to manual work.
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