Integreer Slack met Nutshell
Ontvang automatische meldingen over nieuwe leads, voortgang in de pijplijn en overwinningen, rechtstreeks in 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.
Voordelen
Accelerate your sales cycle: Get notified as soon as you receive new leads or when leads advance through your pipeline.
Werk waar je werkt: Blijf op de hoogte en productief zonder voortdurend te hoeven schakelen tussen Nutshell en Slack.
Wat het doet
Je kunt Nutshell's Slack-integratie instellen om:
- Meldingen versturen wanneer nieuwe leads worden aangemaakt
- Meldingen versturen wanneer leads doorgaan naar een specifiek pijplijnstadium
- Meldingen sturen wanneer leads worden gewonnen of verloren
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.
Vereisten
Je hebt een betaald Nutshell account en een Slack account nodig (gratis proefversie beschikbaar).
Hoe Nutshell's Slack integratie instellen
- Ga naar Bedrijfsinstellingen > Integraties in Nutshell
- Klik op Inschakelen voor de Slack-integratie
- Log in op je Slack account
- Toestemming autoriseren (je geeft Nutshell toestemming om berichten te plaatsen op bepaalde kanalen en om details op te nemen van links die je deelt met je team)
Als je wilt weten hoe je Slack-meldingen instelt voor wanneer je leads aanmaakt, doorontwikkelt, wint of verliest, ga je naar onze Helpcentrum.
Veelgestelde vragen
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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.
