Slack
Not connectedConnecting Slack gives the CRM a way in and a way out. What it actually does with that is up to you afterwards, one automation at a time.
What you are handing over
Broad means the whole workspace, not one channel. Open a group to see the details.
What it will never do
Send anything at all until you build an automation and switch it on
Post anywhere except the destination approved in that automation
Read a direct message between two people
You approve the workspace in Slack. You can disconnect it here at any time.
Afterwards, most teams start with one of these
Suggestions, not settings. None of them exist until you pick one and switch it on.
When a deal is created
Post the deal to an approved sales channel.
When a deal is won
Tell an approved channel that the deal closed.
When a deal reopens
Notify one approved channel or teammate.