Integrar Slack con Nutshell
Reciba notificaciones automáticas sobre nuevos clientes potenciales, progreso de la cartera de proyectos y victorias, directamente en Slack.
If your team lives in Slack like we do, our latest automation is going to knock your socks off. The Nutshell-Slack CRM integration lets you and your team keep tabs on your active leads within the Slack channels where you’re already communicating.
Beneficios
Accelerate your sales cycle: Get notified as soon as you receive new leads or when leads advance through your pipeline.
Trabaje donde trabaje: Mantente informado y productivo sin tener que cambiar constantemente entre Nutshell y Slack.
Para qué sirve
Puedes configurar la integración con Slack en Nutshell:
- Enviar notificaciones cuando se creen nuevos clientes potenciales
- Envíe notificaciones cuando los clientes potenciales pasen a una fase específica de la cadena de producción
- Enviar notificaciones cuando se ganan o pierden clientes potenciales
Our Slack CRM integration also unfurls Nutshell links, so when you share a lead, company, or person link in Slack, we’ll display the most relevant details associated with it.
Requisitos
Necesitas una cuenta de pago en Nutshell y una cuenta en Slack (prueba gratuita disponible).
Cómo configurar la integración de Slack en Nutshell
- Vaya a Configuración de la empresa > Integraciones en Nutshell
- Haga clic en Activar para la integración de Slack
- Accede a tu cuenta de Slack
- Autorizar permiso (estás dando permiso a Nutshell para publicar en determinados canales e incluir detalles de los enlaces que compartes con tu equipo).
Para saber cómo configurar las notificaciones de Slack para cuando se crean, avanzan, ganan o pierden clientes potenciales, visite nuestra Centro de ayuda.
Preguntas frecuentes
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1. Do I need a specific Nutshell plan to use the Slack integration?
No. All Nutshell users can access the Slack integration regardless of which plan they’re on—Foundation, Growth, Pro, Business, or Enterprise. The integration is available to every Nutshell customer at no extra cost. You’ll just need both Nutshell and Slack accounts to receive notifications and automate workflows.
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2. What types of notifications can I receive in Slack from Nutshell?
You can receive real-time Slack alerts for key Nutshell events including new leads, deal stage changes, activity updates, and task reminders. Configure notifications by lead source, opportunity value, or team member to keep your inbox focused. Customize which events trigger alerts so your team stays informed without notification overload.
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3. Can I update Nutshell records directly from Slack without leaving the app?
Yes. With Slack integration, you can update lead details, move deals through stages, log activities, and create follow-up tasks directly from Slack messages. This eliminates app-switching and keeps your team working in one unified workspace. All changes sync instantly back to Nutshell’s database.
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4. How does Slack integration compare to other team communication tools like Microsoft Teams?
Slack offers better third-party integration flexibility and a cleaner interface for most SaaS-heavy teams, while Teams integrates better with Microsoft 365 products. Both support CRM notifications and workflow automation. Choose Slack if your tech stack is diverse; choose Teams if you’re heavily invested in Microsoft products.
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5. How can I set up automated Slack alerts for important sales events in Nutshell?
Connect Nutshell to Slack through your workspace settings, then configure workflow rules for specific triggers (new lead, high-value deal, missed follow-up). Use Zapier for advanced automations combining Nutshell events with Slack channel routing. Most teams set alerts for opportunities over a threshold value and urgent task deadlines.
