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IRIS CRM + Slack

Update Slack channel messages when lead status changes in IRIS CRM

This workflow springs into action when a lead status is updated in IRIS CRM. It then sends a message through a designated Slack channel. This automation swiftly informs the team of critical lead status changes, enhancing internal communication and speeding up responses for a more efficient lead management process.

This workflow springs into action when a lead status is updated in IRIS CRM. It then sends a message through a designated Slack channel. This automation swiftly informs the team of critical lead status changes, enhancing internal communication and speeding up responses for a more efficient lead management process.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Status Updated

    Triggers when a lead's status is updated.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Previous StatusRequired

    • New StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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