After seeing how to do the integration, here's what you can do with it:

In the Desktop Connect application
Post a message by notifying a team member in a Slack channel during a call or SMS conversation:

Slack message from the desktop

Data sent in a Slack channel

Log phone or sms type events in Slack via team rules. You will also find the contact information in your CRM if it is integrated.
Here's an example of a text message received with a contact found in Salesforce:

Log SMS in Slack with a Salesforce contact

Here's an example of a voicemail received with a contact found in Salesforce:

Log voicemail in Slack with Saleforce contact

A short video overview of how it works with Slack 🎬:



Translated with www.DeepL.com/Translator (free version)
Was this article helpful?
Cancel
Thank you!