Today we’re launching our most requested CRM integration – Salesforce – to help teams connect what happens in Slack with their source-of-truth CRM.
Salesforce is the source of truth for your sales data. Sales reps can log their email conversations with prospects, update their opportunities, and move accounts from stage to stage in one place.
But what happens if the majority of important activity with customers happens after the initial sale, and what if the majority of that activity is in Slack?
Enter Channeled's integration with Salesforce – a powerful set of workflows that helps you share and scale customer activity between Slack and Salesforce.
Why we built this
It's important for teams to have one source of truth for their customers, and that's their CRM. However, as individual accounts move from pre-sales and into high-value Slack channels for post-sales onboarding, information in your CRM gets more siloed – and harder to keep up-to-date. Channeled's integration solves this by enabling teams to keep Salesforce connected to activity in Slack and syncing key datapoints across both systems.
About this integration
Teams can use Channeled’s integration to create a cleaner source of truth in Salesforce, share awareness between pre-sales and post-sales teams, and align organization in Slack with what's in the CRM.
Here are just a few of the things you can do with the integration:
Capture Slack activity in Salesforce
- Automatically capture key threads from customer Slack channels and view them instantly back in Salesforce's Activity Feed
Sync Slack channel owners with a owner field in Salesforce
- Stop asking, "Who owns [insert channel name] again?" Automatically see and sync owners for Slack channels with a Salesforce user field, enabling your team to confidently use Salesforce as a source-of-truth for customer owners
Sync Slack customer statuses with Account Status field in Salesforce
- Enable your teams to filter by Salesforce Account Stage (or any other picklist field) in their Slack inbox. Automatically sync Lifecycle Stage for Slack channels with a Salesforce Status field, enabling your team to prioritize their Slack channels at scale.
Sync Slack customer messages with Salesforce Cases
- Enable your support team working in Salesforce Service Cloud to handle customer messages without jumping back into Slack. Channeled's integration provides a bi-directional sync that saves support agents time while enabling customers to enjoy a Slack-native experience.
Get details on Channeled's integration with Salesforce here – or let us know what you think and what you'd like to see next by saying hello below!