How can we help?
< All Topics
Print

PDi CRM Slack Integration

PDi CRM Slack IntegrationPDi CRM has built-in Slack integration that allows for transferring Task/Activity messages to a selected channel.

Slack.com is a cloud-based message system that allows for the creation of public and private channels. Members can then be assigned to each channel.

Messages sent to a Slack channel can be accessed via a web browser or using the mobile application supplied by Slack. Members can then receive alerts and messages and action them while out of the office.

View the screencast below for a brief guide to the available functions

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.

KB Search

Table of Contents
Products