CommunicationOAuth 2.0BYOK

Slack + Coeffection

Connect Slack workspaces for CRM notifications, slash commands, deal room channels, and conversational bot interactions.

CRM notificationsSlash commandsDeal room channelsConversational botEmoji reactions

Everything you get with Slack

5 powerful features, seamlessly integrated

Coeffection

workspace

Channels

deal-acme-corp

deal-globex

deal-initech

crm-notifications

deal-acme-corp

Coeffection Bot10:42 AM

Contact updated — Sarah Johnson moved to Qualified stage.

Acme Corp · Opportunity #4821

Coeffection Bot11:15 AM

Contract sent via DocuSign to Marcus Webb for signature.

View in Coeffection →

Coeffection Bot2:03 PM

Deal Won! — $45,000

Acme Corp closed. Invoice auto-created in QuickBooks.

Post CRM events (deals won, leads assigned, tasks due) to Slack channels as rich Block Kit messages with action buttons.

Active

Look up contacts, create leads, log activities, and search deals directly from Slack with /crm commands.

Active

Auto-create dedicated Slack channels for high-value opportunities. All deal activity is posted to the channel.

Active

Interact with your CRM through natural conversation. Ask questions, get pipeline summaries, and receive daily digests.

Active

React to Slack messages with specific emojis to trigger CRM actions like marking tasks complete or flagging for follow-up.

Active

Bring your own API key — connect and go

1
Ensure you have admin access to the Slack workspace you want to connect.
2
Return to Coeffection and click Connect to start the OAuth installation flow.
3
Sign in to your Slack workspace and authorize Coeffection to access channels and send messages.
4
Once installed, configure notification channels and slash command permissions.
5
Invite the Coeffection bot to channels where you want CRM notifications and slash commands.