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:
- Copper CRM on Professional or Business Tier (admin access required)
- Slack with a Channel for the Company you are communicating with or about
- a Zapier account on any paid pricing tier
Ready to get started? Download this Playbook at the link below:
Comment below or post in our forum if you have any questions!