Update CRM records directly from Slack

What’s it handy for?

Sales teams have a lot of tools at their disposal, but when they can use their tools without having to switch out of Slack, it saves time and keep the focus on selling.

Updating CRM records in Slack is useful for:

  • Creating new leads
  • Updating customer records
  • Keeping track of sales history with accounts
  • Doing it all in Slack means not opening a browser or having to login anywhere else

Before you get started

Install and configure apps from Woobot, Troops, or Intercom in your Slack workspace.

How to update CRM records directly from Slack

  1. Use a slash command to look up an account or leaduse slash command to look up account
  2. Use the edit control to update the records
  3. Update any fields necessary to keep your CRM records fresh
    CRM account details in Woobot

Was this tip useful?

0/600

Awesome!

Thanks so much for your feedback!

Got it!

Thanks for your feedback.

Oops! We're having trouble. Please try again later!