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zAgile Connector for Slack and Salesforce Integration
Unite Sales, Customer Support, and Product teams around your customers
Overview
zAgile's Chat:Bridge provides a bidirectional link between Slack and Salesforce. Access, create and update Salesforce objects from Slack. From any Chatter-enabled object and any Slack channel, collaborate with your teams, post messages and files.
See How zAgile Connector for Slack and Salesforce Integration Works
Close deals faster through better team coordination across your organization
Provide Sales and Customer Support teams with faster resolution to product and technical needs of customers and prospects
Manage accounts more effectively through cross-team collaboration
zAgile Chat:Bridge app provides Salesforce users with the ability to send messages, exchange files, and collaborate with their Slack teams via public channels directly from Chatter. Similarly, it allows authorized Slack users to be able to retrieve information related to Salesforce objects (Opportunity, Lead, Case, Account, etc), as well as, create and update these objects. Slack users may also retrieve Salesforce Reports. The goal of this integration is to allow Salesforce users to efficiently manage their interaction with their Slack teams related to Customer-centric activities without leaving Salesforce. From within any Chatter-enabled object (Lead, Opportunity, Account, Case, etc.), as well as, custom objects, you can directly communicate with Slack users. Conversely, Slack users may also initiate conversations (send messages, files, etc.) directed at specific Salesforce objects and users. Since both Chatter and Slack support message threads, this allows for bidirectional conversation. In Salesforce, the conversation is maintained within the context of the object from where it was initiated.
Categories
- Business Needs
- SalesCustomer ServiceMarketing
- Personas
- Business UserSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package