Slack CRM Integration
Get real-time CRM notifications in Slack: deal updates, task alerts, and team mentions without leaving your workspace.
Your team lives in Slack. Your CRM data shouldn't be trapped in a separate tab they forget to check. We build a direct Slack integration that pushes the right CRM updates to the right channels at the right time. Deal closed? The team knows instantly. Task overdue? The owner gets a DM. New lead assigned? It shows up in the sales channel. No third-party bot subscription. No generic notification spam. Just the signal your team needs, where they already work.
What We Connect with Slack
Specific data points and features we sync between Slack and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Deal stage changes posted to designated Slack channels
- Task assignments and deadline reminders via Slack DMs
- New lead notifications routed to the right sales channel
- Daily and weekly CRM summary digests in Slack
- Slack slash commands to look up CRM contact and deal info
- Team @mentions in CRM notes triggering Slack notifications
How It Works
We use the Slack API to build a custom integration app that lives in your workspace. CRM events trigger targeted Slack messages based on rules you define (which events go to which channels, who gets DMs, and what information is included). We can also build Slack slash commands that query your CRM directly, so your team can pull up contact details or deal status without leaving Slack. Everything is configured to your team's workflow, not a one-size-fits-all bot.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Slack integration that no pre-built connector can offer.
CRM updates reach your team where they already work
No more missed deal updates or overdue task surprises
Custom notification rules: only the signals that matter
No monthly bot subscription fees
Slash commands for quick CRM lookups without context-switching
Works with your existing Slack channel structure
What Our Clients Say
“Fly-in/fly-out workforce management, equipment tracking, and client reporting. Our CRM handles the unique complexities of remote mining operations in WA.”
Emma Richards
Operations Manager, Outback Mining Services
Perth, WA
“Customer self-service portal for tracking shipments reduced our inbound calls by 45%. Our team now focuses on exceptions instead of answering 'where's my freight?' all day.”
Margaret O'Neill
Operations Manager, Pacific Freight Solutions
Oakland, CA
“Quoting, booking, and tracking all in one system. Our sales team processes 3x more quotes per day than before, and nothing gets lost between departments.”
Tony Esposito
VP of Sales, Rapid Transit Logistics
Memphis, TN
“Pet parent communication is everything in our business. Vaccination reminders, post-surgery follow-ups, and wellness plan tracking all automated. Our clients feel cared for.”
Dr. Rachel Green
Veterinarian, Paws & Claws Animal Hospital
Raleigh, NC
“Job scheduling, quoting, and invoicing from my ute. The mobile app is brilliant. My sparky crew updates job status in real time and customers get automatic ETAs.”
Tom Anderson
Franchise Owner, Tradies Connect Electrical
Adelaide, SA
“10 service trucks, 200+ jobs per week. Dispatching, customer communication, and invoicing used to be a 3-person job. Now the CRM handles 80% of it automatically.”
Craig Weston
CEO, Weston Home Services
Tampa, FL
“Reservation management, private event booking, and loyalty program in one system. Regular customers get recognized and rewarded. Our repeat business is through the roof.”
Laura Fitzpatrick
Owner, Fitzpatrick's Pub & Restaurant
Boston, MA
“Fleet management, customer quoting, and load tracking integrated. Our dispatchers handle 40% more loads because the CRM eliminates manual coordination.”
Victor Okafor
Operations Director, Okafor Logistics Group
Atlanta, GA
Ready to Connect Slack with Your CRM?
Book a discovery call and we'll walk you through exactly how Slack will integrate with your custom CRM: direct API, no middleware, built for your workflow.