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zAgile Connector for Slack and Salesforce Integration

Unite Sales, Customer Support, and Product teams around your customers

Overview

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
Sales
Customer Service
Marketing
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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