Increase User Productivity and Integrate Slack with Sugar

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
August 26, 2020
Technology
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200

Increase User Productivity and Integrate Slack with Sugar

Many organizations use Slack to communicate, which is why W-Systems created a Slack integration to Sugar.

In this webinar, we showcased our Sugar Integration to Slack and how to:

- Create custom Slack announcements with Sugar data
- Trigger Slack notifications when you get new leads or win opportunities
- Store relevant Slack conversations in related records

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W-Systems

August 26, 2020
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Transcript

  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Increase User Productivity and Integrate Slack with Sugar

  2. © W-Systems Corp. | www.w-systems.com Presenters Christian Wettre W-Systems cwettre@

    w-systems.com Sarah Friedlander Garcia W-Systems sarah@ w-systems.com

  3. © W-Systems Corp. | www.w-systems.com Slack is a channel-based messaging

    platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment. With Slack, you can: • Work more easily with everyone • Access what you need, when you need it • Collaborate at any scale What is Slack?

  4. © W-Systems Corp. | www.w-systems.com What is the Sugar Connector

    to Slack? The W-Systems Sugar Connector to Slack enables you to: • Send messages to Slack users or Slack channels using SugarBPM ⁃ Example triggers: new leads, won opportunities, new support cases, etc. • View Slack channel conversations relevant to your Sugar modules in Record View.

  5. © W-Systems Corp. | www.w-systems.com Configure Message Triggers with SugarBPM

  6. © W-Systems Corp. | www.w-systems.com Configure Your Slack Channel Messages

  7. © W-Systems Corp. | www.w-systems.com Send Messages to Slack Channels

    or Users

  8. © W-Systems Corp. | www.w-systems.com See Slack Channel Messages in

    Sugar

  9. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Sugar Connector to Slack Live Demo

  10. © W-Systems Corp. | www.w-systems.com Contact W-Systems to learn how

    to boost user productivity with Sugar and Slack. Email: sales@w-systems.com Get Started with Sugar and Slack Today

  11. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A

  12. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thank You!