Everything you get with Slack
5 powerful features, seamlessly integrated
Coeffection
workspace
Channels
Contact updated — Sarah Johnson moved to Qualified stage.
Acme Corp · Opportunity #4821
Contract sent via DocuSign to Marcus Webb for signature.
View in Coeffection →
Deal Won! — $45,000
Acme Corp closed. Invoice auto-created in QuickBooks.
CRM Notifications
Post CRM events (deals won, leads assigned, tasks due) to Slack channels as rich Block Kit messages with action buttons.
Slash Commands
Look up contacts, create leads, log activities, and search deals directly from Slack with /crm commands.
Deal Room Channels
Auto-create dedicated Slack channels for high-value opportunities. All deal activity is posted to the channel.
Conversational Bot
Interact with your CRM through natural conversation. Ask questions, get pipeline summaries, and receive daily digests.
Emoji Reactions
React to Slack messages with specific emojis to trigger CRM actions like marking tasks complete or flagging for follow-up.
Setup in minutes
Bring your own API key — connect and go
- 1
Ensure you have admin access to the Slack workspace you want to connect.
- 2
Return to Coeffection and click Connect to start the OAuth installation flow.
- 3
Sign in to your Slack workspace and authorize Coeffection to access channels and send messages.
- 4
Once installed, configure notification channels and slash command permissions.
- 5
Invite the Coeffection bot to channels where you want CRM notifications and slash commands.
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