Get alerts when deals move stages, new leads come in, tasks are assigned, or invoices are paid. Configure channels per pipeline for organized updates.
What you get
- Real-time deal stage change notifications
- New lead alerts with lead details
- Task assignment and due date reminders
- Invoice payment notifications
- Daily/weekly pipeline summary reports
- Custom notification rules per channel
- Slash commands to look up CRM data
- Thread-based deal discussions
- Mention team members on CRM activities
- Pipeline-specific Slack channels
Setup guide
How to get Slack working with SkedX CRM.
- Install the SkedX CRM app from the Slack App Directory
- Authorize the connection with your SkedX CRM account
- Select which Slack channels receive which notifications
- Configure notification rules (deal stages, lead sources, etc.)
- Optionally set up slash commands for quick lookups
- Start receiving real-time CRM updates in Slack
Questions
How do I connect Slack with SkedX?
Connecting Slack to SkedX CRM takes 6 steps: Install the SkedX CRM app from the Slack App Directory; Authorize the connection with your SkedX CRM account; Select which Slack channels receive which notifications; Configure notification rules (deal stages, lead sources, etc.); Optionally set up slash commands for quick lookups; Start receiving real-time CRM updates in Slack. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Slack integration?
With the Slack integration you can: Real-time deal stage change notifications; New lead alerts with lead details; Task assignment and due date reminders. Everything stays in sync with SkedX CRM.
Is the Slack integration available now?
Yes — the Slack integration is available now as part of SkedX CRM, in the Productivity category.
