OnePageCRM + Slack

Send channel messages in Slack for new contacts in OnePageCRM

Stay connected with your team about new leads or potential clients with this workflow that links OnePageCRM and Slack. Whenever a new contact is added in OnePageCRM, it sends a channel message in Slack. This smooth interaction ensures you'll never miss any important detail about new contacts while fostering a more collaborative team environment. Harness this workflow to simultaneously manage client acquisition and internal communication.

Stay connected with your team about new leads or potential clients with this workflow that links OnePageCRM and Slack. Whenever a new contact is added in OnePageCRM, it sends a channel message in Slack. This smooth interaction ensures you'll never miss any important detail about new contacts while fostering a more collaborative team environment. Harness this workflow to simultaneously manage client acquisition and internal communication.

  1. When this happens...
    OnePageCRMOnePageCRM
    New Contact

    Triggers when a contact is created.

    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

  • OnePageCRM triggers, actions, and search

    Completed Next Action

    Triggers when a next action is completed.

    Trigger
    Instant
    Try It
    • Deal Status

    • Filter by Deal Name

    • Filter by Custom Filter

    • Filter by Tag

    Trigger
    Polling
    Try It
    • Search Phrase

    • Custom Filter ID

    • Filter by Contact Status

    • Filter by Tag

    • Filter by Lead Source

    • Filter by Deal Status

    • Starred

    • Include My Team Contacts

    Trigger
    Polling
    Try It
onepage-crm logo
onepage-crm logo

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more

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.
Learn more

Related categories

  • Team Chat

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