Zapier Playbook: Create an Activity in Copper from a Slack message

  • 10 September 2021
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Zapier Playbook: Create an Activity in Copper from a Slack message
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Here’s a step-by-step guide on how to set up a Zapier connection that takes a Slack message and turns it into an Activity on a Company record. You and your team would trigger this by applying a specific reaction/emoji onto that Slack message.

This would be useful if you have a Slack channel dedicated to a certain client or relationship. That way, as you are coordinating with your team, you can push notes and updates from that Slack channel into that Company’s activity feed in Copper - simply by leaving an emoji on that Slack message.

To set up this connection, you will need:

  1. Copper CRM on Professional or Business Tier (admin access required)
  2. Slack with a Channel for the Company you are communicating with or about
  3. Zapier account on any paid pricing tier

  Ready to get started? Download this Playbook at the link below:

:point_right:  Download Playbook :point_left: 

 

 

Comment below or post in our forum if you have any questions!


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