CRMs are incredible tools for managing sales data, but they’re often not the easiest to navigate, especially when you’re on the go jumping between multiple client meetings. But what if you could chat with your CRM data, right from Slack, without having to switch between apps?
That’s what we’re going to show you how to set up in this tutorial.
We’ll use Lindy to build an AI Slack bot that can query Salesforce and answer questions about your contacts, accounts, opportunities, and more. Once finished, you’ll be able to get data-backed answers instantly. Setting this workflow up requires zero coding or technical expertise.
Steps we’ll follow in this tutorial:
- Set up your Slack message trigger
- Connect your CRM
- Add Slack response skill
- Test your workflow
Tools needed:
- Lindy
- Salesforce
Let’s jump in!