November 3, 2023
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How to Send Leads to Slack when a New Contact is Updated on folk CRM

Slack is a popular messaging platform used by teams to collaborate and communicate. By integrating Slack with folk CRM, you can receive notifications and updates whenever a new contact is added or a deal is closed, streamlining your communication and improving your overall customer relationship management.

In this article, we will explore the use cases, benefits, and step-by-step instructions on how to send information on Slack when a new contact is updated on folk CRM.

Benefits

Benefit #1: Stay informed about new contacts. By integrating Slack with folk CRM, you can receive real-time notifications whenever a new contact is added to your CRM, keeping your team updated and allowing for immediate follow-up.

Benefit #2: Streamline communication when a deal is closed. With the integration, you can receive notifications in Slack when a deal is closed, enabling your team to celebrate successes and take necessary actions.

Benefit #3: Enhance collaboration with partners and candidates. By receiving notifications on Slack when new partners or candidates are added to your CRM, you can easily collaborate with them, ensuring effective communication and coordination.

How to Send Leads from Slack when a New Contact is Updated on folk CRM

  1. Open a Zapier or Make account: Zapier and Make are popular automation platforms that will help you send data from folk CRM to Slack.
  2. Set up the trigger: Choose folk CRM as a trigger, connect it to Zapier. Select the event "New Contact" or "Deal Closed" on folk CRM.
  3. Set up the action: Choose to send a message to Slack whenever the trigger event occurs. Customize the message to include relevant details such as contact information or deal details.

Start from this template

By following these steps, you can send information on Slack when a new contact is updated in folk CRM, optimizing your communication and improving your overall customer relationship management.

Implementing this integration can greatly enhance your team's collaboration, organization, and customer experience. Give it a try and experience the benefits for yourself!