Slack + Zoho CRM

Send channel messages in Slack for new or updated contacts in Zoho CRM

Ensure your team stays current on customer updates directly within your Slack workspace with this workflow that connects Zoho CRM to Slack. Whenever a contact in Zoho CRM is created or updated, a corresponding message will be posted in your chosen Slack channel. This process helps your team keep abreast of customer information changes without the need to constantly check the CRM.

Ensure your team stays current on customer updates directly within your Slack workspace with this workflow that connects Zoho CRM to Slack. Whenever a contact in Zoho CRM is created or updated, a corresponding message will be posted in your chosen Slack channel. This process helps your team keep abreast of customer information changes without the need to constantly check the CRM.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  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

  • 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
    Polling
    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
    Polling
    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 more

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  • Team Chat

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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