Epicom’s Sugar Integration for Slack combines Slack, an effective group communication tool, with Sugar, a powerful and affordable CRM platform. Your team can view and collaborate on Sugar data for Accounts, Leads and Cases within Slack. The integration has three main functions: commands, reports (notifications), and questions. Users interact with sugarbot, a fun character who retrieves information from Sugar, using predefined commands and questions. Reports are received as notifications on a weekly or monthly basis--choose from a list of predefined reports such as weekly new leads or opportunities won each month.
sugarbot will ask to:
Confirm your identityShow more
sugarbot will be able to confirm your Slack identity on a workspace.
Add commands to a workspaceShow more
sugarbot will be able to add commands to the message input box. Typing a command in a channel allows this app to take action outside of Slack and optionally post back to that channel.
Post to specific channels in SlackShow more
sugarbot will be able to post to specific channels in Slack.
Add a bot user with the username @sugarbotShow more
sugarbot will be able to install a bot user that appears in and has access to your workspace’s directory. It can also post messages and view activity on messages in any channel it is invited to.
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