First, we’ll cover the basics of the API, including the workflow builder, apps, and authorization. In this guide, we’ll teach you the fundamentals of working with Slack’s API so that you can build automated processes to improve team productivity and efficiency.
Luckily, Slack’s application programming interface, or API, lets you pass data between Slack and your other cloud-based tools. System administrators, IT techs, and many different line-of-business users can share information more effectively by integrating their business-critical data into Slack. The rising number of SaaS applications at the modern enterprise. But what if your marketing team had insight into which of your competitors were mentioned most in sales calls to build better messaging and content that boosts win rates? Or what about senior leadership, who could use this information to direct sales strategy but might not work in a CRM day-to-day? And when a sales rep hears a prospect mention a top competitor in your industry, they would naturally record that information in your CRM. Your sales team, for example, might work primarily out of customer relationship management systems (CRMs) such as Salesforce, HubSpot, or Zendesk Sell. The modern enterprise uses almost 2,000 different applications across its tech stack, meaning that the different teams in your organization likely store data in any number of systems and sources. But did you know that you can tap into even greater alignment, efficiency, and output by integrating data from across your organization to power alerts, approvals, provisioning processes, and more? And as your organization grows and becomes more distributed, these tools are an increasingly important resource to share information to a large audience quickly. Moroever, given how easy it is to use, they might even prefer it.Īssuming this is the case within your marketing team, and you find that a select group of marketers want to collect and analyze the leads that are coming in via your marketing automation platform (e.g.Chat-based collaboration tools like Slack can improve communication across your organization, helping your employees work smarter and be productive.
While your marketing team might have access to fairly robust analytics tools, many team members might not need more advanced functionality than what’s provided by a tool like Google Sheets. Connect Marketo with Google Sheets to analyze up-to-date data on leads It’s worth noting that you can decide which fields to update/create in the ERP system, whether that’s the company’s name, the subscription they bought, the start and end dates of their contract, the billing terms, etc. If the customer already exists in your ERP system, their account gets updated if the customer doesn’t exist, they get added to the system. Once an account’s status in your CRM changes to “Closed Won”, the workflow gets triggered.Ģ.
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