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Freshsales Suite + Slack

Send new Freshsales Suite contacts as private channel messages in Slack

Keep your team on the same page with this workflow that sends a real-time notification on Slack when a new contact is added in Freshsales Suite. Ensure prompt information sharing by updating important contact information directly to your private Slack channel. This seamless operation streamlines your process, freeing up your team to focus more on fostering meaningful relationships with new contacts.

Keep your team on the same page with this workflow that sends a real-time notification on Slack when a new contact is added in Freshsales Suite. Ensure prompt information sharing by updating important contact information directly to your private Slack channel. This seamless operation streamlines your process, freeing up your team to focus more on fostering meaningful relationships with new contacts.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    New Contact

    Triggers when a new contact is created and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Private Channel Message

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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