The 5 Best CRMs That Integrate With Slack for 2022
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
Integrating Slack with customer relationship management (CRM) software improves collaboration and productivity, giving teams access to customer data and delivering sales notifications without switching between tools. The best CRMs for Slack give your team real-time sales updates, offer task management tools and workflow automations, and unify communication channels across your organization while collaborating on Slack.
Find out which Slack CRM integration option is best for the specific needs of your business:
- Zoho CRM: Best overall CRM for Slack, and great for businesses seeking omnichannel communication tools
- Salesmate: Excellent Slack CRM integration option for teams with high-volume outbound sales activities
- Salesforce: Ideal for organizations that want to sync messaging between Salesforce Chatter and Slack
- HubSpot CRM: The best CRM for Slack users who want to sync task management activities between the two systems
- Pipedrive: Top Slack CRM integration pick for collaborative teams wanting to get real-time sales updates in Slack
Best Slack CRM Integrations Compared
 |  |  |  |  | |
Nr. of Seats on the Free Plan | Up to 3 users | N/A | N/A | Unlimited | N/A |
Starting Price for Paid Plans | $14 per user, per month | $12 per user, per month | $25 per user, per month | $45 per month, 2-user minimum | $14.90 per user, per month |
Free Trial for Paid Plans | 15 days | 15 days | 30 days | 14 days | 14 days |
Automated Slack Notifications | ✔ | ✔ | ✔ | ✔ | ✔ |
Lead Management | ✔ | ✔ | ✔ | ✔ | ✔ |
Mobile App | ✔ | ✔ | ✔ | ✔ | ✔ |
Customer Support | Email and live chat during business hours | 24/7 support via live chat, email, and phone | Free self-guided resources; premium support costs 30% of subscription | Email, live chat, and phone support during business hours | 24/7 support via live chat and email |
Zoho CRM: Best Overall CRM for Slack Integration
Zoho CRM
Overall Score: 4.73
OUT OF 5
What We Like
- Ability to automate sharing of sales updates from Zoho CRM to Slack
- Omnichannel communication capabilities
- Robust mobile app
What's Missing
- Free plan limited to 3 users
- Customer support only available during business hours
Pricing Summary*
- Free: Supports 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 free trial for paid plans
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Zoho CRM’s integration with Slack lets users easily share crucial information like lead details and sales reports with team members. It allows users to create chat groups and automate the sending of sales updates from Zoho CRM to Slack groups.
Zoho CRM’s omnichannel capabilities extend to sending notifications whenever a lead clicks on your website, opens an email, or mentions your brand on social media. Notifications and reminders can also be automatically sent to Slack so users get alerts even when they aren’t logged into their Zoho CRM account.
However, Zoho CRM’s free plan is limited to a maximum of three users and customer support is only available during business hours. Users who want a Slack integration-friendly CRM with an allocation for unlimited users in a free plan can check out HubSpot CRM. Alternatively, those who want 24/7 customer support should consider Pipedrive or Salesmate.
Zoho CRM Features
Zoho CRM’s integration with Slack lets sales teams collaborate more effectively and share updates with each other easily. Below are the Slack CRM integration features we find most beneficial for users:
- Update notifications: Allows users to automate the sending of activity update notifications from Zoho CRM to Slack, so alerts appear in both platforms
- Data sharing: Lets users directly share sales updates and lead details from Zoho CRM to Slack groups using the share functionality
- Calendar integration: Sends reminders and notifications to Slack for upcoming meetings and submissions
- Chat groups: Enables users to build multiple chat groups with their sales teams
- Omnichannel communications: Provides users with omnichannel customer communications through email, phone, and social media
- Sales reporting: Offers real-time reports that give insights into a variety of metrics, such as sales trends, marketing campaigns, and activity reports
- Mobile app: Available in iOS and Android to help users check updates on the go
Zoho CRM’s integration with Slack lets users share lead details in various channels and groups within Slack. (Source: Zoho CRM)
Check out our comprehensive expert Zoho CRM review to explore other features this platform offers.
Salesmate: Best Slack CRM Integration for High Outbound Sales Activities
Salesmate
Overall Score: 4.24
OUT OF 5
What We Like
- Lets users receive sales update notifications in real time
- Sales automation tools allow agents to act on newly assigned tasks as soon as possible after seeing updates on Slack
What's Missing
- No free plan
- Intuitiveness of interface can be improved
Pricing Summary*
- Starter: $12 per user, per month
- Growth: $24 per user, per month
- Boost: $40 per user, per month
- Enterprise: Contact sales for custom pricing
- Free trial: 15 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Salesmate’s integration with Slack lets agents receive notifications about the status of various sales activities of their sales team. This makes it easier to manage complex sales processes and stay on top of your sales pipeline activities, even when there is a high volume of leads in your company’s sales funnel.
Once integrated, important updates such as deals won, leads assigned, and new activities automatically appear in predetermined Slack channels. Salesmate’s sales automation feature also works well with Slack as it informs agents of tasks assigned to them in real time, expediting the overall sales process.
However, Salesmate doesn’t have a free plan and its interface could be improved to be more user-friendly. Users who want a free CRM with a variety of communication channels should consider Zoho CRM, while HubSpot CRM might be better for those who want a free CRM that integrates with Slack and has strong project management capabilities.
Salesmate Features
Salesmate’s integration with Slack provides real-time sales activity updates to agents. Below are features we find most beneficial for small businesses looking for the best CRMs for Slack integration:
- CRM data search: Users can search for any contact, company, activity, or deals within Slack
- Sales automation: Automate repetitive tasks and alert agents on required actions to move sales processes along
- Notification preferences: Lets users choose which CRM updates they want to receive in Slack
- Mobile app: Available in iOS and Android to give users CRM updates on the go
Salesforce: Best Slack CRM Integration for Two-way Salesforce Chatter Syncing
Salesforce
Overall Score: 3.91
OUT OF 5
What We Like
- Seamless two-way messaging syncing with Salesforce Chatter
- Omnichannel communication tools including email, social, and live chat
- Allows users to make calls directly from the software
What's Missing
- No free plan
- Less user-friendly interface compared to competitors
Pricing Summary*
- 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
*Pricing shown is based on annual billing. Only the Essentials plan offers a month-to-month billing option.
Chatter is Salesforce’s native collaboration tool, and while some of its functionality is similar to Slack, it has limitations. For example, it’s only available to Salesforce users, while Slack’s paid plans allow for external users. Slack also provides far more integrations, user customizations, and features not found in Chatter, such as the ability to set user permissions and conduct video calls.
Integrating your Salesforce CRM with Slack allows users to communicate and send messages in real time between Slack and Salesforce Chatter. They can search for contact and account details within Slack and vice versa, and have all of the advanced capabilities Slack offers for collaboration and communication.
However, Salesforce doesn’t offer a free plan and is not ideal for novice users. If you want access to a free plan, consider Zoho CRM or HubSpot CRM. On the other hand, Pipedrive is a great option for those who want beginner-friendly CRM software that integrates with Slack.
Salesforce Features
Salesforce’s integration with Slack enables users to unify their messaging activities between the two platforms for better collaboration, and enables you to invite external users to conversations. Below are some of the key features we find most beneficial for users:
- Two-way message syncing: Allows users to share messages both ways between their Salesforce Chatter and Slack channels
- Data search and share feature: Users can search and share Salesforce contact and account records as well as leads and opportunities
- Phone integration: Allows users to make calls directly from the app and save call logs for future reference
- Intelligent routing: Enables sales managers to distribute work based on agent skill set, availability, and capacity to handle incoming work based on their current deal pipeline
- Mobile app: Available in iOS and Android to help users check updates on the go
Salesforce’s integration with Slack allows users to share CRM data in various messaging channels. (Source: Salesforce)
Check out our Salesforce Essentials review to explore other features that this platform offers.
HubSpot CRM: Best Slack CRM Integration With Robust Task Management Syncing
HubSpot CRM
Overall Score: 3.88
OUT OF 5
What We Like
- Free plan for unlimited users
- Robust mobile app to manage outreach, sales, and team collaboration on the go
- Manage all customer communication from a universal inbox
What's Missing
- Free plan lacks access to customer support and is limited to forums
- Plan upgrades are expensive
Pricing Summary*
- Free: For unlimited users
- Starter: $45 per month, requires a minimum of 2 users
- Professional: $450 per month, starts at 5 paid users
- Enterprise: $1,200 per month, starts at 10 paid users
- Free trial: 14-day free trial for paid plans
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
HubSpot CRM’s integration with Slack reduces agents’ repetitive data entry as users can perform CRM-related tasks from their Slack account. It also offers task management tools and communication capabilities that streamline workflows and create efficiencies.
Through the Actions feature, for example, you can create tasks and associate them with existing contacts, companies, or deals in HubSpot directly from within Slack. The Conversations feature notifies users in a designated Slack channel about incoming website chats and allows them to send and receive chat messages from either channel.
However, HubSpot’s free plan lacks access to customer support, and plan upgrades are expensive. Users who prefer to have customer support even with a free plan will appreciate Zoho CRM, while either Pipedrive or Salesmate are better for those who want more affordable options.
HubSpot CRM Features
HubSpot CRM allows users to create task management tasks within Slack and associate them with data in the HubSpot CRM. Below are some of the best HubSpot CRM and Slack integration features we found:
- Task management: Set up a series of follow-up tasks to manage activities for multiple clients or stay on top of projects
- Notifications: Receive HubSpot CRM notifications for reminders, mentions, and form submissions within Slack
- Note posting: When users leave or edit a note on a company record (or any contact record associated with that company), that note can be programmed to be shared directly to the account’s Slack channel
- Email marketing: Excellent email marketing tools to create and send professional-looking marketing emails to expand your customer base
- Live chat: Communicate with your website visitors in real time via live chat
- Mobile app: Available in iOS and Android to help users check updates on the go
HubSpot CRM’s integration with Slack shows users CRM updates in assigned Slack channels. (Source: HubSpot CRM)
Check out our HubSpot CRM review to explore other features that this platform offers.
Pipedrive: Best CRM for Slack for Real-time Sales Updates
Pipedrive
Overall Score: 3.80
OUT OF 5
What We Like
- Dealbot functionality sends real-time CRM updates to Slack channels
- Highly visual sales pipelines
- 24/7 customer support via live chat and email
What's Missing
- No free plan
- In-app caller functionality is limited to the two most expensive plans
Pricing Summary*
- 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
*Based on annual billing. Monthly subscriptions are also available except for the Enterprise plan.
Pipedrive’s integration with Slack provides the Dealbot, which automatically sends real-time updates about the status of deals to specified team members in Slack, including alerts on new and closed deals. Users can also receive updates on leads and deals in their own personal Slack thread through Slackbot.
However, Pipedrive doesn’t have a free plan and lacks an in-app caller feature in its lower-priced plans. Businesses that want to use a free Slack-friendly CRM will want to use Zoho CRM, while those who want access to an in-app caller for starter plans should subscribe to HubSpot CRM.
Pipedrive Features
Pipedrive’s integration with Slack lets users receive real-time sales updates, but that’s not all. Below are the features users will benefit from most with Pipedrive’s Slack CRM integration:
- AI-powered assistant: The artificial intelligence (AI) assistant recommends actions and next steps for active leads and deals, such as suggesting the best time to call to follow up
- Pipeline management: Provides users with visual representations of their sales pipelines and shows actionable insights for their leads and deals
- Task management: Manage complex sales processes, projects, and multiple client accounts more easily and send real-time sales updates to Slack users
- Mobile app: Available in iOS and Android to help users check updates on the go
All Pipedrive updates are automatically sent to pre-assigned Slack channels. (Source: Pipedrive)
Check out our Pipedrive review to explore other features that this platform offers.
How We Evaluated the Best Slack CRM Integrations
Slack integrations with CRM software are powered by its application programming interface (API), which is code that lets two pieces of software talk to each other. The level of CRM integration varies depending on how a particular CRM’s developers choose to use that API. To determine the best value, we considered pricing and other factors in addition to how well a CRM works with Slack upon integration.
Based on our evaluation, Zoho CRM is the best overall Slack CRM due to its pricing, features, and ease of use. It also supports multiple communication channels, which makes it an excellent option for businesses that want to manage conversations and capture leads across multiple sales channels.
The tabs below offer more insight into our evaluation process for selecting the best CRMs for Slack users:
40%
Pricing
20%
General Features
15%
Ease of Use
15%
Help & Support
10%
Expert Score
40% of Overall Score
Price is always an important factor when selecting business software, so it was the most heavily weighted when reviewing our top picks. We considered the availability of a free plan, the pricing of entry-level options, and whether or not there are monthly billing plans available.
20% of Overall Score
The purpose of any Slack CRM integration is to streamline sales updates and team communications. We looked at the options and evaluated which ones offer the essential features for users.
15% of Overall Score
User-friendliness and intuitiveness are two of our key considerations when choosing the best CRM for integration with Slack. We evaluated whether the software requires a high level of technical experience to get users up to speed with using the system.
15% of Overall Score
Support is a critical part of any type of software, especially for teams with no in-house technical person. We analyzed the types of support offered by these providers through live chat, email, and phone and the hours when support channels are available.
10% of Overall Score
We looked through existing customer reviews on credible sites to measure the level of satisfaction current users have, as well as any problems that they typically encounter. Based on our own firsthand experience with the CRMs, we also added our insights and expert opinion on key features, value for money, and popularity.
*Percentages of overall score
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