Custom bulk alert schedules and triggers: You can assign alerts to standard or custom Salesforce objects, build the messages around critical details in the record, dynamically route your alerts to Slack group messages, 1:1, or channels, and schedule your alerts to always appear within work hours at a reasonable frequency.Bi-directional alerts: Not only send alerts from Salesforce to Slack and vice versa, but send data across your GTM stack to platforms like Outreach, Gainsight, and more.Here are just a few features Rattle brings to the table: Just a few seconds and you’re on your way to saving serious time in your sales workflow. Now you can log calls, create or make Salesforce record changes, and notify your team members about any customer status changes directly inside Slack.Īnd because we’re all about saving time, Rattle integrates with one click. Rattle is a no-code, bi-directional Slack and Salesforce integration tool that brings your CRM right into the digital workspace hub. We believe that fewer tabs on the desktop can mean more bands on the balance sheet, and we want to help you get there. And we think you should be able to spend less time looping in, circling back, and CCing, and more time closing deals. We see you, the remote working, cold-calling captains of closing, raising the benchmarks quarter after quarter. So, without further ado… A Better Alternative for Updating Salesforce Through Slack Why else would we write this article? (Except to prove that Shakespeare is the most effective way to talk about workflow integrations…) Get collaborative feedback on Salesforce decisions inside of Slack, such as requesting approvalsĮffectively, our Slack workspace should always be able to function as our digital office hub, and a full Salesforce integration would mean that we could collaborate on most aspects of our customer pipeline right inside of Slack.īut would we present you with a problem we didn’t know how to fix? Of course not.Be able to connect Salesforce with other apps inside of Slack, such as Google Calendar or Outreach.Create proactive, trigger-based notifications (for example: Be notified 30 days before a customer contract is about to expire or when a new record is created).On our integration wish list, we want to be able to: To do that in this situation, we need to imagine what we’d like to see in the full integration of these two powerful platforms. What the Native Salesforce and Slack Integrations are Missingīefore we can fix a problem, we first need to identify it.
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