Slack Channel Integration For Conversations and Contacts
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Brant Pearson
Has it ever been discussed adding Slack as a Channel in Contacts or Conversations?
Once we sign up a client, we primarily use Slack to communicate with clients, while emails and sms are secondary.
As you know, keeping all communication in the CRM is ideal.
Integrating Slack as a Communication channel in the CRM would allow anyone on OUR team to review the entire conversation history across every channel in seconds.
Then, if needed, reply directly to the client.
If one of our Coaches is away, I or another coach can review the conversation and reply.
Providing a seamless experience for the client.
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William Farinella
How about adding ALL 3rd party communication systems to the Conversations and Contacts tab to make it easier? This would make it so the Conversation is the central hub for customer communications. You could add an integrations option for 3rd party chat systems.
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Brant Pearson
William Farinella: Ya I like that idea. Just an easy way to integrate 3rd Party Communication apps.