Integrar o Slack com Nutshell
Receba notificações automáticas sobre novos leads, progresso do pipeline e vitórias, diretamente no 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.
Benefícios
Accelerate your sales cycle: Get notified as soon as you receive new leads or when leads advance through your pipeline.
Trabalhe onde você trabalha: Mantenha-se informado e produtivo sem ter de alternar constantemente entre Nutshell e Slack.
O que faz
Pode configurar a integração do Slack do Nutshellpara:
- Enviar notificações quando são criados novos contactos
- Enviar notificações quando os leads avançam para uma fase específica do pipeline
- Enviar notificações quando os contactos são ganhos ou perdidos
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
É necessária uma conta paga em Nutshell e uma conta Slack (está disponível uma versão de avaliação gratuita).
Como configurar a integração do Slack do Nutshell
- Aceda a Definições da empresa > Integrações em Nutshell
- Clique em Ativar para a integração do Slack
- Inicie sessão na sua conta Slack
- Autorizar permissão (está a dar permissão ao Nutshell para publicar em determinados canais e para incluir detalhes de ligações que partilha com a sua equipa)
Para saber como configurar notificações do Slack para quando seus leads são criados, avançados, ganhos ou perdidos, visite nossa Central de ajuda.
Perguntas frequentes
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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.
