Freshworks CRM and Slack automations

Ready-made scenarios where Freshworks CRM and Slack work for you: pick one — a copy appears in your account and runs on its own.

121 scenarios

Turn Slack messages into Freshworks CRM tasks
Messages from Slack become Freshworks CRM tasks
Chat messages turned into tasks
Saved chat messages become tasks
A daily weather forecast in your Slack
Completed Freshworks CRM tasks — posted to Slack
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
Cutting a release with a chat command
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
Dead feature flags, found for you
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in Slack
A task and an alert on every deal move in your CRM
Automatic bug triage: priority, ticket, team alert
Urgent tasks that don't stall
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
A morning task plan from Freshworks CRM to Slack
Onboarding a hire from a form: chats, a task and access
To-dos in your task list by voice from your messenger
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Outage alerts routed to the on-call person who's actually online
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
A morning briefing of today's tasks in your chat
Manage tasks in plain language from chat
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Data-load failure monitoring with tasks and alerts
Site status alerts with a screenshot — to your messenger
Bug reports turned into proper tickets
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Machine failure to ticket and an available technician in a minute
Client onboarding from a single form: folder, contact, channel, tasks
Urgent tickets become tasks and an instant team alert
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Business card into your address book with one photo
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Meeting attendance: a log, the late list and a summary in your chat
Capture and route leads from every channel
A daily launch digest — with a task for each notable one
Jira epic health tracking with risk alerts
Failed-login detection with tickets and alerts
A daily numbers summary — to chat and email
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Ticket triage and escalation with response-time control
Error-log watch with automatic tickets
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
To-do list straight from chat: type or speak — the task is saved
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Score event RSVPs and route them to sales
Alerts for customers losing interest: to the rep, into a task, and by email
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Tasks and a recap email after a meeting — from one yes
Manage Freshworks CRM issues right from Slack
Incident response — ticket, alert, and report in seconds
Catch churning customers early: record updated, task created, team alerted
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Automated market reports for your clients
Turn security-scanner findings into tasks — no duplicates
Website lead scoring — a task for the rep only on the strong ones
Invoices from email into accounting, with approval
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
A morning traffic summary for your site — in plain words
A personal assistant in your messenger: email, calendar and tasks by voice
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
IT support in chat — answers from the base and tickets on their own
IT tickets by voice from Telegram — straight into Freshworks CRM
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
A personal assistant for calendar and tasks in a messenger
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Early warning for a reputation crisis
Incoming lead sorting and routing — automatically