Slack integration for Sales CRM

Notify your team where they are

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Slack Integration for Sales CRM

Sales CRM for Jira Slack Integration Use cases

When a Deal is created, automatically notify the assignee via Slack

If you have different sales team members working together, odds are that each member specializes in a certain step of the sales pipeline (Pre-sale, Demos, Nurturing, Post-Sale).

With Sales CRM for Jira’s Slack Integration, you are able to setup an automation so that a member of the team or even the other department will be notified of a new deal through Slack. This way, they can drop everything and have a look at the deal to start quickly qualifying it, maximizing the chances of converting the prospect into a paying customer.

As a manager, I want to know that the deal pipeline is healthy

The reality is that you’re probably not going to be spending 100% of your time and attention to Sales CRM as there are other tasks that need to be done. But you can be notified when a key even happens through the Slack notifications.

For example, whenever a deal enters a new stage (e.g: Goes from “Pre-Sale” to “Demo” to “Send Contract”), you are able to create an automation with Sales CRM for Jira and the Slack integration to automatically be made aware of such updates.

As a result, you will be able to focus on our tasks while still being aware of your pipeline.

As a Client-facing team, we want to be aware of when a deal has been won

Signing a client and winning a deal is something worth celebrating. However, you need to be aware of such event to celebrate it in the first place!

When paired with the innate Sales CRM automation steps, the Slack integration allows you to automatically notify a channel once a deal has changed its status to Won. This way, the whole team can celebrate and get started on the next steps

Many more use case possible through the use of automation!

Because of its simple, no-code, nature. The automation pairing possibilities for Sales CRM and Slack are enormous and are growing every time additional integrations are being added!

  • Want to get notified when a New Demo is booked with Hubspot Calendar Links? Just create a Slack automation for new deals
  • Want to get notified when a new contact comes from JSM? Just create a Slack automation for new deals
  • Want to get notified when a contact goes into nurturing stage with Mailchimp? Just Create a Slack automation for deals moving to different funnels
  • And the list goes on…

Our Slack Integration at a Glance

FAQs

Find answers to common queries about the Sales CRM Slack Integration

You can set different alerts for different channels (you might require multiple automation steps). For example: New Sales goes to #general whereas a won deal could go to #BDR

As of now, this integration is only for channels (private or public). So you can workaround this by creating some channels just for you or your team.

Yes! For example, you could have a notification with the Mailchimp Integration so that when a deal moves to another funnel (say nurture) and are as a result put in the Mailchimp automation step, then you would be able to receive a notification about the lead being sent to the new funnel.

Yes! As long as the Slack Admin does the initial setup, the current Slack plan you are using does not impact the integration.

Ready to give our Slack Integration a try?

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