Can I filter for specific keywords in the messages?

Yes, you can set keywords or phrases that must be present in Slack messages for them to be converted into Zoho CRM notes.

Can I specify which Slack messages become notes?

Yes, you can specify criteria for which Slack messages should be converted into notes in Zoho CRM. Provide the necessary guidelines.

Which people use this automation? What do they use it for?

Sales teams and customer service representatives use this to ensure important details from discussions in Slack are recorded in Zoho CRM as notes, maintaining a comprehensive record.

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Slack + Zoho CRM

Create Zoho CRM notes from Slack messages

Streamline note-taking by creating new notes in Zoho CRM based on messages posted in Slack. This keeps your CRM updated with important information and insights shared within your team.

New Slack Message

Triggers when a new message is posted in Slack.

Create Zoho CRM Note

Creates a new note in Zoho CRM.

See more Slack to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Zoho CRM tasks from Slack messages

Slack + Zoho CRM

Update Zoho CRM records from Slack messages

Slack + Zoho CRM

Create Zoho CRM records from new Slack channel messages

Slack + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM notes from Slack messages"

Create Zoho CRM notes from Slack messages

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Slack + Zoho CRM.

Show Channels

Displays a list of channels

Show Users

Displays a list of users

Send Message

Sends a message

Edit Message

Edits a message

Delete Messages

Deletes multiple messages, taking a list of timestamps

Read Messages

Reads messages

React to Message

Adds an emoji reaction to a Slack message

List Reactions

Lists all reactions on a Slack message

New Slack User

Triggers when a new Slack user joins the workspace

New Slack Message

Triggers when a new message is posted in a Slack channel

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

App details

Slack

Slack is a collaboration hub that brings team communication together in one place. Streamline communication and trigger actions based on messages and events.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.