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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 850+ 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

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

New module entry

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

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

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

Send email template

Sends an email to the specified users

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Create or update lead

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

Update related module entry

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

Create module entry

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

Send mail merge

Sends a mail merge with details of the selected record

Draft email template

Drafts an email based on the selected template

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.

Remove tags

Removes tags from the specified record

Raise signal

Raises a signal to Zoho CRM

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

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch contact

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

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

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

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using 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

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

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

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.

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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