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Communication

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Slack CRM integration

The Slack CRM integration connects your workspace over OAuth so CRM signals — deal wins, new leads, reminders — arrive in the channels where your team already works, without anyone opening the CRM.

Category
Communication
Direction
Two-way
Auth
OAuth
Setup
~1 min

What the Slack integration does

CRM signals in Slack

Deal wins, new leads and reminders post to the channels you choose.

Two-way messaging

Connect your workspace over OAuth and post from workflows automatically.

Automation-ready

Any workflow can post to Slack as an action, so alerts fit your process.

What syncs

CRM event alertsOut of CRM
Channel messagesTwo-way

How to connect Slack

  1. 1Open Settings → Marketplace in KudosCRM.
  2. 2Click Connect on the Slack card.
  3. 3Authorize the KudosCRM app in your Slack workspace.
  4. 4Choose the channels CRM events should post to.

Popular workflows

  • Post to #sales when a deal is won.
  • Notify an owner in Slack when a high-value lead comes in.
  • Fire a Slack message from any workflow.

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