Slack + Capsule CRM Integration

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Popular Slack + Capsule CRM Workflows

most-popular-automations
Capsule CRM + Slack Integration

Send Slack message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through Slack letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - Slack integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + Slack Integration

Send Slack message for new Capsule CRM task

With this Capsule CRM - Slack integration, whenever a new task is created in Capsule CRM, message will be sent via Slack. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + Slack Integration

Send Slack message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Slack message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - Slack integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + Slack Integration

Send Slack message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through Slack letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - Slack integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
Capsule CRM + Slack Integration

Send Slack message for new Capsule CRM task

With this Capsule CRM - Slack integration, whenever a new task is created in Capsule CRM, message will be sent via Slack. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
Capsule CRM + Slack Integration

Send Slack message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Slack message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - Slack integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
See more
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Slack + Capsule CRM Integration
1.
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channels is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
2.
  • Slack
    Send group message in Slack
  • Slack
    Send direct message in Slack
  • Slack
    Send private channel message in Slack
  • Slack
    Reply to channel message in Slack
  • Slack
    Search message in Slack
  • Slack
    Invite user to channel in Slack
  • Slack
    Search user by email in Slack
  • Slack
    Update profile in Slack
  • Slack
    Create channel in Slack
  • Slack
    Set channel topic in Slack
  • Slack
    Get user by id in Slack
  • Slack
    Search user in Slack
  • Slack
    Set status in Slack
  • Slack
    Get Message Permalink in Slack
  • Slack
    Add reminder in Slack
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
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