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.

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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.

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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

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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!

FAQ

How do I send Slack alerts when a new contact is added in folk CRM?

Use Zapier or Make. Set folk CRM as the trigger: New Contact (or Contact Updated). Set Slack as the action: Send Channel Message. Map contact fields, test, and turn it on.

Can Slack notifications be sent when a deal is closed?

Yes. In Zapier or Make, use the folk CRM trigger Deal Closed and a Slack Send Channel Message action. Include deal name, value, owner, and a link to the record to help the team act fast.

Do I need Zapier or Make to connect folk CRM to Slack?

Yes. Automation tools like Zapier or Make connect folk CRM events to Slack messages. Connect both accounts, choose a trigger and action, and map fields. No coding required.

Is folk CRM good?

folk CRM suits teams needing a simple, collaborative CRM for contacts, deals, and outreach. It offers pipelines, enrichment, email sequences, and integrations. Learn more at folk.