![]() Slack workflow automations to implement in Sales 1. If it’s an MQL, you can immediately send a notification to your sales team and they can create a task to follow-up.įor notifications on new leads from your CRM, search for your CRM in the Slack app directory and add the app to your Slack Workspace. You can trigger automated emails based on the lead scoring data by setting up rules in your CRM. ![]() Once you’ve done this, you can further optimize the process by setting up emails or calls with your leads. You can deliver new lead details from your CRM to Slack by using the HubSpot, Salesforce, Zoho CRM apps from the directory. Trigger Notifications & Emails for New Leads You can set up a simple workflow to get notified on Slack on each of these form entries and automatically create a calendar event for yourself.įor example, to get notified on Typeform, Wufoo, SurveyMonkey, or JotForm, you can add their Slack App in your Slack Workspace and get notified for each entry.īelow, I’ve taken a sample Typeform form and will fill in details to show you how you would get notified in Slack:įurthermore, using third party integration tools can help you setup multi-app workflows.įor this, you need to create a simple connection on any trigger from your form app, add Send a Message in Slack as the action and further add another step of Create a Calendar Event. If you use a form for a product demo, each entry is valuable to your business & needs immediate action. So, let’s talk about the product demo form for a moment. I think all us marketers agree forms are more than handy. In your marketing team, you’re probably using online forms. Get Notified on New Form Entries & Act Immediately Setup a simple connection on any trigger from your email software and add ‘Send a Message in Slack’ as the action. If you’re using Aweber, ActiveCampaign, SendinBlue or any email marketing app that isn’t listed on the app directory, the good news is that you can still get the metrics from these apps to Slack using third party integration tools like Zapier or IFTTT. Here are a few metrics that you can pull in from these apps to Slack:īelow is a screenshot depicting how installing Mailchimp Slack app would look like: If you’re using Mailchimp, GetResponse, or HubSpot, you add their apps direct from the Slack app directory. You can track real-time data and manage campaign performance metrics right from Slack. Unlock your collaboration potential today. To get around this collaboration chaos, Mio created cross-platform chat interoperability.īy bridging the gap between Slack and Microsoft Teams, Webex, and Zoom Chat, you’ll be able to communicate with colleagues on different platforms in real-time.Įveryone can stay in their preferred team collaboration app.įor small projects, you remove the hassle of switching between apps to cater for one person’s needs.įor larger campaigns that need thorough planning and multiple parties, Mio allows you to effortlessly communicate through channels, direct messages, and group chats. And you just know they won’t be checking their Slack notifications. You have to update your sales team on progress via email as they use Webex Teams for meetings all day long and you can’t find your login. Here are some simple Slack workflows that you can set up right away & see how efficient your marketing process can get. Small amendments like automating routine tasks in your marketing team functions often bring immeasurable results.īe it getting notified on high CPC for a keyword in Google Adwords, a sudden dip in conversions from a landing page, or new Twitter mention from an influencer, knowing these are happening in real-time is crucial. Marketing | Sales | Customer Support Slack workflow automations to implement in MarketingĬreating marketing campaign reports is a cumbersome task. ![]() Jump to what is most relevant to you and start automating manual processes right away. ![]() I’ve listed out workflow automations for Marketing, Sales & Customer Support. So, in this post, I’ll walk you through simple workflows that you can set up between your existing apps and Slack – using either the Slack App Directory or other connector apps. Sure, out of the box, this is hard to envisage…
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