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Slack + Zoho CRM

Send private Slack messages for new Zoho CRM module entries

Stay updated on your team's progress with this efficient workflow that connects Zoho CRM to Slack. Whenever a new module entry is added in Zoho CRM, a private channel message will be sent in Slack, ensuring you're always in the loop on the latest information. This automated process saves time and keeps everyone on the same page, enhancing team communication and collaboration.

Stay updated on your team's progress with this efficient workflow that connects Zoho CRM to Slack. Whenever a new module entry is added in Zoho CRM, a private channel message will be sent in Slack, ensuring you're always in the loop on the latest information. This automated process saves time and keeps everyone on the same page, enhancing team communication and collaboration.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  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?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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.
Learn moreHelp

Related categories

  • Team Chat

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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