Slack Integration with Agile CRM

Better collaboration. Powerful project management. Streamlined communication.
Slack Integration

Improved Communication

Give your team a shared workspace in which to share ideas, contribute to conversations, and work more collaboratively.

File Sharing

Improve collaboration with the ability to share all types of files to specific channels for easy access by your colleagues.

Instant Messaging

Use Slack as an instant messaging system and communicate with colleagues in real time, from wherever you are.

Project-Specific Channels

Create channels for individual projects to make it easier for staffers to find the information they need on a per-project basis and stay more focused.

Private Channels

Create invite-only channels to drive confidential projects around sensitive information that you don’t want to be visible by all.



Improved Project Management

Slack integration lets you manage projects with precision. Track progress against your goals. Create and assign tasks to team members. Set automated notifications and reminders to ensure that projects stay on track and individual deliverables don’t fall through the cracks.

Slack Integration




Multi-Browser Support

Searchable Project Content

With Slack integration it’s easy to find the project content or documentation that you need. You can search the content repository by channel or by group. Team members don’t need to be at every meeting, rather than can access meeting notes and more with ease through advanced search functionality.





Greater Transparency

Agile CRM’s Slack integration brings added transparency to your internal projects. Everyone has access to view what team mates are working on, their progress, and the status of their deliverables. Use Slack integration to drive performance improvement through project transparency.

Carriers








Slack Integration Setup

1. Locate & Add the Widget

Click on your avatar in the top right of your screen >> click “Widgets” >> select the “Social” tab >> scroll down to Slack and click “Add”

VoIP Setup, Step-1
VoIP Setup, Step-2

2. Enter Your Slack Credentials

Click on “Link Your Slack” >> enter your Slack credentials to connect with your Slack account

3. Locate Slack Channels

After linking you will find a list of your Slack channels

VoIP Setup, Step-3
VoIP Setup, Step-2

4. Select Your Channel

Click the dropdown to display the list of Slack channels >> select any of them and then click “Save”

5. Select a Contact to Message

Select any of your contacts and notice the Slack message pane open up on the right side of your screen

VoIP Setup, Step-3
VoIP Setup, Step-2

6. Enter Your Message

Enter your message in the message text box and click “Post” to post a message to that contact

7. View Additional Messages

Click “Show More” to view additional messages to that contact.

VoIP Setup, Step-3

Check out the Slack Integration Setup Guide for more detailed instructions.



Related Links

VoIP CRM

Twilio

Call your contacts directly from Agile using your Twilio account
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