Slack
A message in a Slack channel after every call, with the caller, request and summary, and emergencies straight to the right team.
What the integration does
- Posts a message in a channel after every call, with the caller, request, summary and a link to the conversation.
- Routes specific calls to their own channels, such as emergencies or complaints.
- Assigns callback requests to a person on the team.
How to do it today
| Goal | Today's route |
|---|---|
| A message per call | CRM Ticket to n8n, Make or Zapier, where the Slack module sends a message |
| Only specific calls | Filter by extractionData.prioritaet (priority) or extractionData.kategorie (category) in the workflow |
| Without a workflow | Email after the call to a Slack channel's email address, if your workspace allows it |
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