NetHunt CRM integration with Slack
How to Get Slack notifications for new records in NetHunt CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Get Slack notifications for new records in NetHunt CRM" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate NetHunt CRM integrations
NetHunt CRM actions
Nekton can use any feature that is available in NetHunt CRM API.
Using our advanced AI, you can easily create custom automations for NetHunt CRM.
Here are some typical actions you can do in your automated workflows.
Create Comment
Creates new record comment.
Delete Record
Deletes a record by a record ID.
Create or Update Record
Creates a new record or updates an existing one.
Find Record
Finds a record by ID or text query.
Create Record
Creates a new record.
Add Gmail Thread to Record
Adds an email conversation from Gmail to a Record.
About NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.