• Share records with users and channels in Slack to start a discussion. This includes all the modules that have a business card view.
  
• Share a chart from a CRM report or dashboard with users and channels in Slack.
  
• Create an instant action associated to a workflow rule that can notify users or channel members in a team on Slack .
  
• Get reminders in Slack for all the activities in your CRM calendar.
  

Permission Required
Administrator needs to set up the Slack Integration and add teams.

Set up Slack Integration

The user with the administrator profile needs to enable the integration first and add the team on Slack to Zoho CRM. CRM Data can be shared only to the users and channels in those teams.

1. Go to Setup > Marketplace > All and search for Slack and click it.
   The details about the extension will be available.
   
   
   
   
2. Click Install.
   
3. In the Slack integration page, click Add to Slack.
   
   
   
   If you had already added your teams to CRM, click Allow another team to add more.
4. In the pop-up, enter your team's Slack domain and click Continue.
   If you are already logged in to your team on Slack, it will be listed in the pop-up. You can select one and authorize to integrate it with Zoho CRM.
5. Specify the email address and password for the Slack domain and click Sign in.
   
   
   
   
6. View the list of items that Zoho CRM will be allowed to access in Slack and click Authorize.
   

Share a Record with a Team on Slack

1. Click on a record that you want to share.
   
2. In the record detail's page, click  for more options and then click Share via Slack.
   
3. In the pop-up, enter the following details:
   
• Enter a message that needs to be posted along with the business card view in Slack.
  
• Choose the Team on Slack from the drop-down list.
  Only the teams that the admin has added and you are part of will be listed.
• Choose if you want to NotifyToUsers or Channels.
  
• Based on the previous selection, choose the user/channel.
  
• Click Save.
  
  
  

1. Click on a report that you want to share.
   Note that only reports with charts can be shared.
2. In the report's page, click Chart Options > Share via Slack.
   
3. In the pop-up, enter the following details:
   
• Enter a message that needs to be posted along with the report.
  
• Choose the Team on Slack from the drop-down list.
  Only the teams that the admin has added and you are part of will be listed.
• Choose if you want to NotifyToUsers or Channels.
  
• Based on the previous selection, choose the user/channel.
  
• Click Save.
  
  
  

Add Instant Action to Notify via Slack

1. Go to Settings > Setup > Automation > Workflow Rules.
   
2. In the Workflow Rules page, select a rule to which you want to add Slack notification as an instant action.
   
3. Click InstantActions > Notify > via Slack.
   
   
   
   
4. In the pop-up, enter the following details:
   
1. Enter a message that needs to be posted as notification.
   Enter # and select a field to include field values as part of the message.
   
   
   
   
2. Choose the team on Slack from the drop-down list.
   Only the teams that the admin has added and you are part of will be listed.
3. Choose if you want to Notify To Users or Channels.
   
4. Based on the previous selection, choose the user/channel.
   
5. Click Save.
   
   
   

Get Reminders for CRM Activities in Slack

1. Go to Zoho CRM's Calendar.
   
2. Click Options > Preferences.
   
3. In the Preferences pop-up, clear the "Turn off reminder via Slack" checkbox.
   
4. Choose the team from the drop-down for which you want to turn on the reminder.
   
5. Click Save.
   
   
   

Enable SalesSignals notifications via Slack

1. In Zoho CRM, go to Setup > Channel > SalesSignals.
   
2. In the SalesSignals Settings section, under the Slack column, select or clear checkboxes for the respective communication services.
   For example, if you select the Missed checkbox under Call you will begin receiving notifications on Slack for every missed call in Zoho CRM.
3. Once you have completed the settings, click Save.
   

Delete a Team on Slack from Zoho CRM

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Marketplace > All and click Installed tab.
   All your extensions will be displayed.
3. Click Slack for Zoho CRM.
   All the teams added by the administrator will be listed.
4. Click on the Delete icon corresponding to the team on Slack that you want to delete.
   

Enter Slash commands to fetch CRM information

Purpose	Slash Command	Example
To fetch all records from a specific module	/zcrm module [value]	/zcrm leads

To further drill down your search, you can specify criteria in the slash commands. For instance, fetch "a lead whose last name is Smith and Company is Zylker and Phone starts with +1". This will give you fewer records, so it's easier to get to the right one.

There are two ways to narrow down your search.

1. Global search: Search for the value entered across CRM.
   Syntax: /zcrm module_name search_word
   Example: /zcrm leads zylker
   This will bring up all records in CRM that contain "Zylker".
    
2. Module search: Further drill down search by looking for a record in a specific module based on criteria.
   Syntax: /zcrm module_name [fieldlabel] comparator [value]
   Example: /zcrm leads [last name]=[watson]
   This will bring up all records from the Leads module, whose last name is "Watson".

Following are the comparators supported for each field type:

Field Type	Comparators supported
Text field	starts with (or) begins with ends with is (or) = contains
Number field	= > < >= <=
Boolean / Check box	is = (values specified can be true or false)

Example

/zcrm leads [phone] starts with [555,234,912],[company] contains [zyl],[email] starts with [peter, smith],[company] is [zylker].

Meaning

(phone starts with 555 or 234 or 912) and (company contains zyl or company is zylker) and (email startswith peter or smith).

Following is a table that contains a list of slash commands you can enter and their examples.

Purpose	Slash Command	Example
To fetch all records from a specific module	/zcrm module [value]	/zcrm leads
To fetch a record with a defined field value	/zcrm module [field]=[value]	/zcrm leads [last name]=[watson]
To fetch a record with multiple defined values	/zcrm module [field1]=[value1] [field2]=[value2]	/zcrm leads [last name]=[watson] [lead source]=[tradeshow]
To fetch a record with in which the field value could be any of the values entered.	/zcrm module [field]=[value1,value2,value3]	/zcrm leads [lead source]=[webform, tradeshow, cold call]
To fetch a record in which the defined field starts with the mentioned value.	/zcrm module [field] starts with [value]	/zcrm contacts [first name] starts with [james]
To fetch a record in which the defined field ends with the mentioned value.	/zcrm module [field] ends with [value]	/zcrm contacts [last name] ends with [butler]
To fetch a record in which the defined field contains the mentioned value.	/zcrm module [field] contains [value]	/zcrm accounts [email] contains [onc]
To fetch a record in which the defined field is greater than the mentioned value.	/zcrm module [field] > [value]	/zcrm leads [annual revenue] > [50000]
To fetch a record in which the defined field is lesser than the mentioned value.	/zcrm module [field] < [value]	/zcrm deals [amount] < [20000]
To fetch a record in which the defined field is greater than/equal to the mentioned value.	/zcrm module [field] >= [value]	/zcrm deals [discount] >= [15]
To fetch a record in which the defined field is lesser than/equal to the mentioned value.	/zcrm module [field] <=[value]	/zcrm leads [age] <= [40]
To fetch a record in which the defined field is true/false as mentioned in the criteria.	/zcrm module [field] is [true/false]	/zcrm contacts [email opt out] is [true]

To enter a Slash command

1. Go to the particular chat window where you wish to share CRM info.
   
2. In the message box enter one of the commands seen above. Example,
   /zcrm leads smith
3. Once you enter the command, you will see the matching search results.
   This result is only visible to you, the current user.
4. To share this with fellow users, click the Share this [record] button.
   
   
   
   
5. Now this record will be shared with your peers.
   

Note

• Following is the list of field types that can be fetched using the slash commands in Slack.
  
  • Single line
    
  • Multi line
    
  • Email
    
  • Pick list
    
  • Multi pick list
    
  • Lookup
    
  • Number fields
    
• Note that the name of the module has to be in the plural form - example, "leads", "contacts", "accounts". The singular form of the module name is not supported in the Slash commands.
  
• All comparators are case-insensitive.
  
• The slash command search can be made for four modules - Leads, Contacts, Accounts and Deals.
  
• Users can search for a record based on a maximum of 5 fields.
  
• Only 10 results will be shown.
  
• Salutation, date and datetime field not available for search.
  
• Maximum values that can be searched against a field is 10.
  

Deactivate Slack Integration

You can deactivate the entire integration by clicking on the Deactivate link. On deactivating, all the options in Zoho CRM to share via Slack will no longer be available.

To deactivate the Slack integration

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Marketplace > All and click Installed tab.
   All your extensions will be displayed.
3. Click Uninstall button against Slack for Zoho CRM.
   
   
   
   
4. You can also deactivate by clicking Slack for Zoho CRM > Deactivate.