Zero in Slack and Slack channel sync

Slack CRM integration: ask Zero in Slack, and sync channels to your records

Your deal context lives in Slack. Now it reaches your CRM, and your CRM answers back.

What's new:

You can now chat with Zero in Slack and sync Slack channel history onto company and deal records in your CRM.

A shared customer channel often says more about an account than the whole email thread.

Key improvements include:

Ask Zero from Slack

Message Zero directly or mention it in a channel. In a thread, Zero reads the earlier messages as context, so you can ask "what's the status of this deal?" without restating who you mean. It answers with your own Zero permissions, and you approve actions right in Slack.

Sync customer channels onto the record

Link a channel to a company, a deal or both, and Zero can suggest a match. New messages and thread replies appear on the record's activity timeline, where you can filter down to Slack and jump back to the conversation.

Bring channel history with you

Bring earlier channel conversations along with your new messages, so the record starts with context.

Send Slack messages or create channels from Zero chat

Ask chat in Zero to post an update, create a channel or invite people. It sends as you or as the Zero bot, and you approve it before it goes out.

Why this matters

Reps stop copying Slack updates into a CRM and stop leaving Slack to look up an account. The conversation lands on the record, and the answer comes back where you asked.

FAQ

Can I chat with Zero in Slack?

Yes. Message Zero directly or mention it in a channel, and it answers right there with your own Zero permissions.

Does Zero sync Slack channels to CRM records?

Yes. Link a channel to a company or deal, and its conversations appear on the record's activity timeline.

Can Zero bring earlier Slack conversations into the CRM?

Yes. Zero can import earlier channel conversations, so the record starts with context.