From Slack to CRM: How Automation Can Transform Your Task Management

Have you ever found yourself in a situation where you're constantly juggling between Slack, CRM and task trackers, trying to keep up with the never-ending flow of tasks and messages?

Most likely, yes, as it's a big part of project management. And it can be quite time-consuming.

So now think about it: no more manually creating tasks and notes, no more losing track of important details, and no more wasting valuable time. With the help of automation, you can stay organized and focus on what matters most - delivering successful projects. And the best part is, you can achieve all of this in just 15 minutes by setting up an automations.

Albato’s solutions

Creating tasks from Slack channels in Hubspot, ClickUp, SalesForce

Here's how it works: when a new message appears in the Slack channel, a note is automatically created in HubSpot and linked to the object. In the filter settings, you can select specific channels and keys for which notes will be created.

There's enough room for customization at every step. For example, you can add the text from a Slack message and also add your own notes.

And you're not locked with the apps; you can pass tasks to your CRM from another messenger like Telegram.

The CRM part is not locked on HubSpot also, and you can change it to Salesforce or ClickUp and take the necessary action. In case you use ClickUp, you can create a note to a task, which is also convenient in case you're adding information alongside discussing the task in your messenger.

Tracking closed project tasks in HubSpot

Another useful automation could be the traction of closed tasks in CRM. We created this one with YouTrack and HubSpot. Here's how it works: when a new task is added to YouTrack, a note is automatically created and attached to the client's card in HubSpot.

Those automations will help you stay organized, reduce the risk of losing important information, and save valuable time. By automating administrative tasks associated with task management, you'll have more time to focus on the work that drives your business forward.

All of the automations mentioned above are part of our comprehensive solution called "Best Practices for Task Automation."

You can install it and start using it right away by following the link!

To see the Quick Slack Setup in action and explore a real-life use case with ChatGPT, head over to our YouTube channel.

Watch the video tutorial for a step-by-step guide on creating an intelligent chatbot using ChatGPT and Albato. Discover how to integrate OpenAI with Slack and automate workflows without writing a single line of code.

Expand your knowledge and gain practical insights by checking out the video today!