Slack Technologies · Office & communication · In preparation
Team messaging.
How it connects
Notifications on cases, leads and deadlines post into the right channel.
Each team member connects their own account via single sign-on. Mail, calendar and notifications then flow both ways — without anyone changing how they work.
Typical data flows
- Mail and calendar sync with the CRM — appointments land in both
- Notifications post where the team already works
- Documents stay linked to the record they belong to
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