What is Slack CRM integration for?

With Slack CRM integration, you can receive important CRM updates (new opportunity, won deal, task reminder) in Slack channels. You can search and view CRM records from Slack.

Which CRM notifications are sent to Slack?

New lead/opportunity creation, opportunity stage changes, won/lost deals, task assignments, task reminders and custom workflow triggers can be sent to Slack.

Can I search CRM records from Slack?

Yes, you can search customer, opportunity and contact records from Slack using the /crm command. Results are displayed directly in Slack.

Can I route notifications to different channels?

Yes, you can route to different Slack channels based on notification types. For example, won deals go to #wins channel, new leads go to #leads channel.

Is Slack integration paid?

No, Slack integration is included in all Rapitek CRM packages. There is no additional fee.

Can I create CRM tasks from Slack?

Yes, you can create tasks, complete tasks and update records using buttons in Slack notifications.

💬 Team Communication

Slack + CRM Integration

Get CRM notifications in Slack. New deals, won sales, task reminders - all in your Slack channels.

Request Integration Demo

5-minute setup

All packages included

Real-time sync

❌ Without Integration

• Miss important CRM updates while in Slack
• Constantly switch between CRM and Slack
• Team not aware of new leads and deals
• No celebration for won deals
• Task reminders lost in email

✅ With Rapitek Integration

• CRM updates delivered to Slack instantly
• Search CRM records with /crm command
• Team celebrates wins together
• New leads announced in dedicated channel
• Task reminders in Slack DMs

Slack Integration Features

Keep your sales team connected and informed

🔔

Real-time Notifications

New leads, won deals, task assignments delivered to Slack instantly.

📢

Channel Routing

Route different notification types to specific Slack channels.

🔍

CRM Search

Search CRM records directly from Slack with /crm command.

📊

Daily Summaries

Daily sales summary and task list delivered to Slack.

✅

Quick Actions

Update CRM records, complete tasks from Slack buttons.

👥

Team Collaboration

Discuss deals and customers in dedicated Slack threads.

How It Works

Add to Slack

Click 'Add to Slack' button

Authorize

Approve Slack permissions

Choose Channels

Select notification channels

Start Receiving

CRM updates flow to Slack

Popular Use Cases

🎉

#wins Channel

Celebrate deal closures

🆕

#leads Channel

New lead announcements

⏰

Task Reminders

Personal DM reminders

📈

Daily Summary

Pipeline overview each morning

Connect Slack to Your CRM

Keep your team updated without leaving Slack.

Request Free Demo