Currently, there is no Slack integration for Sell, we would like to have a Slack native integration where we can define triggers that would send messages to Slack, similar to what Zendesk Support has already integrated.
Important integration would contain trigers:
Deal enters the stage (output in slack can be defined via triggers)
New lead added
Contact/person/company added or updated
We run an organization where when a deal enters the stage "Invoice Request" that's when our accounting needs to send an invoice to the customer. With current set up the sales team needs to go out of Sell and into Slack where it will pass all the information to the accounting and request the quote. Creating redundancies, when all the information is already inserted in Sell. So ideally we would be able to have a trigger that is the same as the Zapier or automated trigger where automatically we can send "Deal enter the stage" trigger and get the necessary information. Zapier and Automate as well as tray.io have long wait times for automation to work (when it works) so the native connection would be better
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Slack integration for Zendesk Sell
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- Employee
Hi Lea Jane Hug,
Just to make sure I understood correctly: your sales team communicates with accounting via slack. So what you would like to do is automatically send info about the deal to the slack, so that the accounting gets notified.
However I'm a bit lost about the redundancies part - is it about the fact that the accounting has already access to Sell?
Best,
Kat
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