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CRM integrations
Current crm integrations facts for Slash Social.
CRM integrations connect social inbox feedback with Salesforce or HubSpot contacts, touchpoints, reminders, and service cases. Actions run from inbox threads and reply surfaces so your team can match senders and log activity without leaving Slack.
What it includes
CRM integrations are available on the Scale plan. Admins, creators, and approvers can match inbox conversations to CRM contacts, log touchpoints, and open linked records in the provider when a URL is returned.
Workspace admins connect Salesforce or HubSpot under Settings integrations before the team matches contacts or logs touchpoints.
| Action | Outcome |
|---|---|
| Match contact | Link an inbox conversation to a Salesforce or HubSpot contact |
| Always match | Map future messages from the same sender to that contact |
| Log touchpoint | Record a CRM activity with optional deal association |
| View in CRM | Open the linked contact or touchpoint in the provider when a URL is returned |
Submitting the same touchpoint twice returns an already-logged message instead of creating a duplicate record.
How to use it
- Open
/social, choose Inbox, and open a conversation. - Use Match to CRM Contact when no CRM link exists yet.
- Use Log touchpoint on conversations that already have a matched contact.
Matched conversations show CRM context on the thread. Logged touchpoints appear in the connected CRM from the provider link when one is available. If you need to change the provider connection, workspace admins manage that under Settings integrations.
Details
CRM actions run from inbox and reply surfaces in Slack. For step-by-step matching and logging, see CRM match and touchpoint logging.
Plan and limit details: Plan comparison, Usage limits, and Feature modes. CRM integrations are scoped to the active brand and inbox work center in your workspace.