The 5 Best Slack CRM Integrations

Slack is a popular messaging and team communication and collaboration tool that can integrate with some of the top customer relationship management (CRM) software. The best Slack CRM integrations improve cross-communication on sales opportunities by making it even easier to collaborate on tasks, respond to leads, and provide more prompt customer service. We evaluated dozens of CRM software and identified the top five best Slack integrations.

• Zoho CRM: Best overall CRM for Slack integration; ideal for small businesses seeking comprehensive CRM customization
• Pipedrive: Great Slack-integrated CRM with intelligent sales tools
• HubSpot CRM: Best Slack CRM for teams needing robust marketing capabilities
• Salesmate: Excellent CRM that integrates with Slack for a low cost
• Salesforce: Solid option for centralizing client-facing CRM messages with Slack channel conversations

Best Slack CRMs Compared

Provider	Free Plan	Starting Price for Paid Plans*	Free Trial for Paid Plans	Key Features	Customer Support
	Up to 3 users	$14 per user, per month	15 days	Detailed page, data field, and modular customization	Tier-based chat, email, and phone support
	Visit Zoho CRM
	No free plan	$14.90 per user, per month	14 days	AI Sales Assistant and Smart Docs	24/7 chat and phone support for Enterprise users
	Visit Pipedrive
	Yes, unlimited users	$45 per month for up to 2 users	14 days	Comprehensive marketing and content management features	Email, chat, and phone support (7 a.m. to 8 p.m. Eastern Time)
	Visit HubSpot CRM
	$12 per user, per month	15 days	15 days	Phone, email, and text communication	24/5 email and live chat support
	Visit Salesmate
	No free plan	$25 per user, per month	30 days	Internal CRM messaging syncs with Slack channels	Tier-based live chat and phone support
	Visit Salesforce

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Provider	Free Plan	Starting Price for Paid Plans*	Free Trial for Paid Plans	Key Features	Customer Support
	Up to 3 users	$14 per user, per month	15 days	Detailed page, data field, and modular customization	Tier-based chat, email, and phone support
	Visit Zoho CRM
	No free plan	$14.90 per user, per month	14 days	AI Sales Assistant and Smart Docs	24/7 chat and phone support for Enterprise users
	Visit Pipedrive
	Yes, unlimited users	$45 per month for up to 2 users	14 days	Comprehensive marketing and content management features	Email, chat, and phone support (7 a.m. to 8 p.m. Eastern Time)
	Visit HubSpot CRM
	$12 per user, per month	15 days	15 days	Phone, email, and text communication	24/5 email and live chat support
	Visit Salesmate
	No free plan	$25 per user, per month	30 days	Internal CRM messaging syncs with Slack channels	Tier-based live chat and phone support
	Visit Salesforce

*Based on annual billing. Monthly billing is also available at slightly higher rates.

Zoho CRM: Best Overall CRM for Slack

Overall Score: 4.93 / 5

What We Like

• Inexpensive, scalable pricing options
• Robust system customization capabilities
• Advanced features including Zia artificial intelligence (AI) and workflow automation

What's Missing

• Integration with Slack not available on Free plan
• Free plan limited to 3 users
• Modular customization not available until Enterprise plan

Zoho CRM Pricing at a Glance*

• Free: Up to 3 users
• Standard: $14 per user, per month
• Professional: $23 per user, per month
• Enterprise: $40 per user, per month
• Ultimate: $52 per user, per month
• Free trial: 15 days

Other Plans

• Bigin: $7 per user, per month for basic pipeline management
• Zoho CRM Plus: $57 per user, per month for added help desk, email, and social media marketing, survey, and analytics functions

*Pricing based on annual billing. Monthly billing is also available at a higher cost.

Zoho CRM allows users to integrate their CRM system with Slack, other third-party apps, and native Zoho software on their paid plans for additional finance and operations functions. A free plan is available for up to three users, and there are plenty of scalable options depending on your organization’s feature needs. In addition to basic lead and pipeline management modules, Zoho offers advanced workflow automation and artificial intelligence (AI) for insights and suggestions.

Unfortunately, while Zoho CRM comes with a number of great features in its free plan, you must pay to upgrade in order to integrate with any third-party software, including Slack. This is the same policy adopted by the other CRM providers on this list. As a result, budget-conscious businesses should consider Salesmate as an alternative as at $12 per user, per month, it offers the lowest cost starter plan for Slack integration.

Upgrading to a paid plan does offer additional benefits. For example, what sets Zoho CRM apart from other CRM software integrated with Slack is its customization capabilities. Users have a wide range of system design options to make it applicable to their unique business operation. From pages to tabs to full modules, teams can ensure the product meets their exact needs.

Once a system is designed to a business’ needs and integrated with Slack, users can share information from the CRM such as lead records, reports, and support tickets directly in the Slack channel using slash commands. There’s also options for notifying team members about events, tasks and calls stored in the CRM, and setting up automations to send messages in Slack if a CRM rule, such as a new lead generated, was completed.

Zoho CRM Plan Summary

Zoho CRM Key Features

• Custom data fields and modules: Options for designing the CRM system to meet the needs of any type of business operation through comprehensive customization.
• Slack messaging automation: Message posts can be automated to send in Slack upon a task or trigger being satisfied in the Zoho CRM system.
• Slash commands: Ability to use slash commands in Slack to pull data from the CRM system.
• Collaboration features: Users can share CRM reports, charts, records, and support tickets with team members in the Slack channels.

Zoho CRM record sent through Slack
(Source: Zoho)

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Zoho CRM module customization
(Source: Zoho)

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Zoho CRM Customer Support

Zoho CRM uses a tier-based system where customer support options are dictated by the package you select. Users receive email support on all plans as well as phone and live chat support on paid plans either 24/5 or 24/7, depending on your plan tier. They also offer online resources including documentation, guided tours, videos, webinars, and tutorials.

Learn more about this CRM product by reading our in-depth Zoho CRM review. You’ll learn more about its features and best-for scenarios to see if it’s right for your business.

Visit Zoho CRM

Pipedrive: Best CRM for Slack With Intelligent Sales Tools

Overall Score: 4.58 / 5

What We Like

• Intelligent sales features such as AI Sales Assistant, Smart Contact Data, and Smart Docs
• Pipedrive Dealbot for Slack lets users send and receive instant updates on deal progress
• Reporting for sales forecasts, recurring revenue, and subscription-based sales

What's Missing

• No free plan and relatively expensive paid plans
• Workflow automation unavailable until Advanced plan
• No phone support without Enterprise plan

Pipedrive Pricing at a Glance*

• Essential: $14.90 per user, per month
• Advanced: $24.90 per user, per month
• Professional: $49.90 per user, per month
• Enterprise: $99 per user, per month
• Free trial: 14 days

*Pricing based on annual billing. Monthly billing is also available at a higher cost.

Pipedrive is a sales-focused CRM great for lead and deal management and reporting on goal progress, sales rep activity, sales forecasts, and total revenue. For the Pipedrive-Slack integration, team members can send and receive updates in the messaging system on deals found within the CRM through the Dealbot for Slack feature. Some of the most valuable elements in Pipedrive, however, stem from its intelligent sales tools.

For instance, Smart Docs lets reps auto-populate lead data to easily add to contact, proposal, or quote templates already stored in the CRM. Smart Contact Data keeps contact and lead data up to date by pulling current information from online web pages and LinkedIn profiles. The AI Sales Assistant tool provides suggestions for improvement and priorities based on recent user behavior.

Pipedrive, though strong in sales features and integrative functionality with Slack, does not have a free plan. HubSpot and Zoho CRM are the most comparable alternatives on this list that offer a free-forever plan.

Pipedrive Plan Summary

Pipedrive Key Features

• Pipedrive Dealbot for Slack: Instant updates can be sent and received through Slack regarding deals added, won, or lost from the CRM.
• Smart Docs and e-signature features: Feature for sending tailored contracts, quotes, and proposals as well as signing and obtaining signatures on documents directly from the CRM.
• Slash commands: Searchable Slack conversations using slash commands to quickly find deals, people, or organizations from your CRM.
• Automated Slack communication: Automatic Slack messages can be deployed to remind users and team members to complete a task after a deal or contact is added to Pipedrive.

Pipedrive Dealbot for Slack
(Source: Pipedrive)

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Pipedrive Smart Docs
(Source: Pipedrive)

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Pipedrive Customer Support

Pipedrive offers 24/7 support through live chat and email. Additionally, their website contains other resources such as a help center, blog, tutorials, a community forum, and an academy dedicated to enhancing CRM software and sales skills.

Check out our comprehensive Pipedrive review to learn more about pricing, usability, and best-for scenarios.

Visit Pipedrive

HubSpot CRM: Best Slack-ready CRM for Comprehensive Marketing Management

Overall Score: 4.48 / 5

What We Like

• Free plan for unlimited users
• Includes features for marketing through email, social media, and ad campaigns
• Intuitive, easy-to-use interface

What's Missing

• Paid plans get expensive
• Slack integration not available on Free plan
• No lead scoring features until Professional plan

HubSpot CRM Pricing at a Glance*

• Free: Unlimited users
• Starter CRM Suite**: $45 per month for 2 users
• Professional CRM Suite: $1,600 per month (up to 5 users)
• Enterprise CRM Suite: $5,000 per month (up to 10 users)
• Free trial: 14 days

*Pricing based on annual billing. Monthly billing is also available at a higher cost.
**CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased at lower monthly costs.

HubSpot CRM’s Slack integration gives users the ability to convert Slack conversations to tasks, receive CRM notifications from the messaging portal, and use slash commands to share CRM contact records into a message. HubSpot also has solid lead and sales pipeline management modules as well as payment processing capabilities. This provider does offer a freemium plan and arguably has one of the most intuitive interfaces in the CRM market.

Compared to other products, HubSpot offers significantly more marketing capabilities on its Sales and Marketing Hubs as well as through the bundled product packages. Users have email campaign design tools with automated deployment configuration and the ability to create and track ads on Facebook, LinkedIn, and Google. There are also content management features for crafting blog articles and videos directly sharable to an organization’s website.

Regardless of whether you choose an individual Sales, Marketing, or Content Management System (CMS) Hub or bundle them, HubSpot CRM gets pretty expensive after the Free and Starter plans. Zoho CRM and Salesmate are the best CRM alternatives in terms of cost on this list.

HubSpot CRM Plan Summary

HubSpot CRM Key Features

• Message-to-task converter: Slack messages can be converted into tasks in the CRM system, which can also be associated with contacts or specific deals.
• Slack CRM notifications: Reminders, mentions, submissions, and document views regarding HubSpot activities are sendable in the Slack system.
• Content and ad management: Ability to create and deploy online ads on Facebook, LinkedIn, and Google and manage blog content with search engine optimization (SEO) suggestions.
• Slash commands: Searchable and shareable records from HubSpot can be sent within Slack using slash command functions.

HubSpot Slack slash command record
(Source: HubSpot)

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Slack task creation to HubSpot
(Source: HubSpot)

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HubSpot ads management
(Source: HubSpot)

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HubSpot Customer Support

In addition to phone, email, and live chat support from 7 a.m. to 8 p.m. Easter Time, HubSpot has an array of online resources. This includes the HubSpot Academy, a community page of platform users, and an online library of tutorials and guides.

Learn more about how this CRM helps sales teams manage leads, track conversations, collaborate, and close deals in our HubSpot CRM review.

Visit HubSpot CRM

Salesmate: Best Low-cost Slack CRM Integration

Overall Score: 4.10 / 5

What We Like

• Relatively inexpensive paid plans
• Slack integration available on Starter plan
• Most CRM features are available on Starter plan

What's Missing

• No free plan
• Lacks phone customer support
• Limited automated workflows on Starter plan

Salesmate Pricing at a Glance*

• Starter: $12 per user, per month
• Growth: $24 per user, per month
• Boost: $40 per user, per month
• Enterprise: Contact for pricing
• Free trial: 15 days

Add-ons

• Automation Journeys: Starts at $30 to auto-nurture 1,000 contacts
• Messenger: $12 per user, per month for live chatting with leads on a website
• Dedicated IP Address: $150 per month for one IP address for emails to be routed

*Pricing based on annual billing. Monthly billing is also available at a higher cost.

Salesmate is a cost-friendly and high-customizable CRM with multichannel communication options with leads and customers through email, phone, and text. The built-in voice-over-internet-protocol (VoIP) phone system also has call logging and a power dialing feature to automatically place calls based on a preset list. Additionally, users can update and view progress on everything, including contacts, companies, pipelines, sales activity, and goals.

Salesmate offers the lowest cost for integrating with Slack, which is available on the Starter plan. Once combined, teams can update each other on activities, tasks, and deal progress within the messaging system. Slack commands also let you search for contact records and view data within Slack that are extracted from the CRM database.

Salesmate, though an attractive option in terms of cost, does not have a free plan available. Users who prioritize this product attribute should consider HubSpot CRM, which is free for an unlimited number of users. Alternatively, Zoho CRM is another solid option that has free workflow automation features and web form-to-lead capture capabilities.

Salesmate Plan Summary

Salesmate Key Features

• Built-in telephone: Built-in VoIP system with call recording, transferring, and power dial capabilities to automatically dial contacts on a preset list.
• Robust system customization: System flexibility for designing fields, layouts, modules, activities, pipelines, reports, and deal-win probabilities.
• Slack notifications: Sendable updates regarding CRM activity, tasks, or lead, contact, and deal records within Slack messaging channels.
• Slack search commands: Search tool from Slack channel to pull records for contact, company, and deal records as well as related activity.

Salesmate Slack integration
(Source: Salesmate)

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Salesmate call logs
(Source: Salesmate)

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Salesmate activity management
(Source: Salesmate)

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Salesmate Customer Support

Salesmate has 24/5 customer support through email and live chat on all plans. There are also a number of self-service options through online support documents, videos, and community forums.

Visit Salesmate

Salesforce: Best for Conversation Syncing

Overall Score: 3.41 / 5

What We Like

• Robust native and third-party integrations
• Slack integration will sync conversations between Salesforce Chatter and Slack channels
• Advanced mobile application with features that mirror the web app

What's Missing

• Difficult CRM system to set up
• No free plan available
• Paid plans get expensive

Salesforce Pricing at a Glance*

• Essentials: $25 per user, per month
• Professional: $75 per user, per month
• Enterprise: $150 per user, per month
• Unlimited: $300 per user, per month
• Free trial: 30 days

Add-ons

• Sales Cloud Einstein: $50 per user, per month for advanced AI insights and turnkey automation (available on Enterprise and above)
• Pardot: Starts at $1,250 per month for advanced marketing automation features (available on Professional and above)

*Pricing based on annual billing. Monthly billing is also available at a higher cost.

As both a popular and advanced CRM solution, Salesforce empowers teams to reach higher sales performance through tons of automation capabilities, AI insights, and data management features. Users can create and send sales documents such as orders, quotes, and contracts and configure mass emailing campaigns to nurture leads. There are also analytics features for sales forecasting, evaluating pipeline health, and scoring opportunities.

Salesforce is an excellent CRM for users looking to sync Slack conversation data with the internal team messaging platform Salesforce Chatter. The two-way messaging sync lets you stay in one system while using the communication functions of both applications. Teams can share updates on sales opportunities, forward customer service inquiries, and add tasks to Salesforce, all from Slack.

Based on our evaluation and user reviews, Salesforce tends to rate poorly in the usability department—particularly for non-technical users. HubSpot and Pipedrive are great alternatives with strong ease-of-use ratings for setting up the system, navigating the interface, and using the features.

Salesforce Plan Summary

Salesforce Key Features

• Slack update sharing: Search and share options in Slack channels for records stored in the Salesforce CRM system.
• Two-way conversation sync: Internal messaging from the CRM and Slack channels can be synced to keep all conversations in one system.
• Workflow and approval automation: Process and task automation with the ability to configure point-and-click stage, task, or decision approvals.
• Quote and order management: Capabilities for creating and sending quotes, orders, and contracts directly from the CRM.

Salesforce interface with Slack channel
(Source: Centro)

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Salesforce configuring approval process
(Source: Salesforce Developers)

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Salesforce quotes and products
(Source: Hingepoint)

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Salesforce Customer Support

Salesforce has tier-based customer support based on the paid plan you subscribe to. Though it does not offer email support, there is live chat and phone support in which some of the plans are on a 24/7 basis. There’s also Trailhead, their online resource center with webinars, tutorials, user guides, and certification classes.

Did you know that Salesforce offers a small-business-focused CRM plan known as Salesforce Essentials? Learn about its features, pricing, and usability details in our Salesforce Essentials review to see if it’s right for your business.

Visit Salesforce

How We Evaluated the Best Slack CRM Integrations

To determine the best CRMs with Slack integration, we only took into account CRM products that had integration capabilities with the Slack tool either directly by the provider or through a custom application programming interface (API). We then looked deeper into each product in terms of general product attributes, such as price, CRM features, ease of use, and customer support.

We found that Zoho CRM is the best overall as it offers low-cost and robust system customization to design modules and pages to fit any type of business. Additionally, the Slack integration lets teams stay connected by notifying one another about sales activities, sharing lead information, and pulling contact records and dashboards from the CRM into the Slack portal through slash commands.

The tabs below offer insight into our evaluation process of the best Slack CRM integrations: