WP-CRM System

Customer Relationship Management Built For WordPress

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Slack Notifications

This extension will allow your team to stay updated with any changes to your tasks, opportunities or projects by sending updates directly to a Slack channel that you specify.

If your team relies on Slack for keeping tabs on important projects, this extension will help boost productivity. Whenever a task, opportunity or project is created or updated in WP-CRM System, it will automatically send a notification to your Slack channel.

You can customize the message that gets sent for each type of notification by using placeholder text that will populate with the appropriate values for each notification. Include links to the update so your team can keep tabs on the progress, and respond appropriately.

Requirements:

  • Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
  • WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).
  • A Slack account with access to create webhooks.

WP-CRM System Slack Notifications is not created by, affiliated with, or supported by Slack Technologies, Inc.

Screenshots:

Slack notifications are fully customizable. Edit the bot name, emoji icon for your bot, and even the content of the message that gets sent. Special placeholder text makes messages easy to create.
Use emoji cheat sheet to customize the emoji icon you wish to use. There are nearly 900 emoji to choose from.
Setting up a Slack webhook is as easy as choosing the channel or username the messages should be directed towards. Once it is created, copy and paste the webhook URL into your site’s settings.

Changelog

  • 2.0.5
    • Update: File format prevented plugin from activating correctly in some instances.
  • 2.0.4
    • Update: Software licensing script updated to avoid conflicts with other plugins.
  • 2.0.3
    • Updated language translation files
  • 2.0.2
    • Bug fixes for the license key and update checks.
    • Updated for compatibility with WP-CRM System version 2.1
  • 2.0.1
    • Minor update to incorporate developer hook on WP-CRM System Dashboard.
  • 2.0.0
    • Update to add WP-CRM System v2.0.0 compatibility
  • 1.0.2
    • Fix: Statuses were not translated on the message sent to Slack.
    • Improved German translation.
  • 1.0.1
    • German Translation submitted by Michael Pekic.
  •  1.0
    • Initial Release.
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Documentation

  • Configure Slack Notifications

Support

Need help? Check out the extension documentation.

Still need help? Use our contact form to ask a question.

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Pro Extensions

Pro Extensions are only available to Professional or Lifetime license-holders. These license-holders will also receive any additional pro add-ons we release in the future while their license is active.

Zapier Connect

Connect your site to over 750 apps through Zapier.

WordPress CRM Zapier Connect WP-CRM System

WooCommerce Connect

View client order history, create new orders, and automatically create new contacts and organizations in WP-CRM System from new customer orders.

Easy Digital Downloads Connect

View client order history, create new orders, and automatically create new contacts in WP-CRM System from new customer orders.

Client Area

Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.

Dropbox Connect

Add documents from your Dropbox account to any record in WP-CRM System.

Gravity Forms Connect

This extension lets you connect to a Gravity Form to capture information from new form submissions.

Invoicing

Create and send invoices to your customers and accept credit card payments through Stripe.

Less Accounting

View invoices for each customer and create new invoices for all of your projects right from WP-CRM System!

MailChimp Sync

This extension allows you to subscribe WP-CRM Contacts to your MailChimp list.

Ninja Forms Connect

This extension allows you to connect to a Ninja Form to automatically create new contacts.

Slack Notifications

Keep your team up-to-date with notifications in a Slack channel for updates to tasks, opportunities or projects.

Zendesk Connect

Stay up to date with your customer support tickets, and manage new tasks, projects, and opportunities from one place.


Starter Extensions

Starter extensions are available to all Personal, Plus, Professional, and Lifetime license-holders.

Custom Fields

This extension allows you to add custom fields to your WP-CRM System records.

Contact From User

This extension allows you to create new contacts in WP-CRM System from existing users in your WordPress site.

Email Notifications

Keep your team up-to-date with email notifications whenever a project, opportunity, or task is updated.

Import Campaigns

Upload a CSV with information on all of your campaigns into WP-CRM System.

Import Contacts

Upload a CSV with information on all of your contacts directly into WP-CRM System.

Import Opportunities

Upload a CSV with information on all of your opportunities directly into WP-CRM System.

Import Organizations

Upload a CSV with information on all of your organizations directly into WP-CRM System.

Import Projects

Upload a CSV with information on all of your projects directly into WP-CRM System.

Import Tasks

Coming from another CRM? Upload a CSV with information on all of your tasks directly into WP-CRM System.

Starter Extensions

Starter extensions are available to all Personal, Plus, Professional, and Lifetime license-holders.

Custom Fields

This extension allows you to add custom fields to your WP-CRM System records.

Contact From User

This extension allows you to create new contacts in WP-CRM System from existing users in your WordPress site.

Email Notifications

Keep your team up-to-date with email notifications whenever a project, opportunity, or task is updated.

Import Campaigns

Upload a CSV with information on all of your campaigns into WP-CRM System.

Import Contacts

Upload a CSV with information on all of your contacts directly into WP-CRM System.

Import Opportunities

Upload a CSV with information on all of your opportunities directly into WP-CRM System.

Import Organizations

Upload a CSV with information on all of your organizations directly into WP-CRM System.

Import Projects

Upload a CSV with information on all of your projects directly into WP-CRM System.

Import Tasks

Coming from another CRM? Upload a CSV with information on all of your tasks directly into WP-CRM System.

Pro Extensions

Pro Extensions are only available to Professional or Lifetime license-holders. These license-holders will also receive any additional pro add-ons we release in the future while their license is active.

Zapier Connect

Connect your site to over 750 apps through Zapier.

WordPress CRM Zapier Connect WP-CRM System

WooCommerce Connect

View client order history, create new orders, and automatically create new contacts and organizations in WP-CRM System from new customer orders.

Easy Digital Downloads Connect

View client order history, create new orders, and automatically create new contacts in WP-CRM System from new customer orders.

Client Area

Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.

Dropbox Connect

Add documents from your Dropbox account to any record in WP-CRM System.

Gravity Forms Connect

This extension lets you connect to a Gravity Form to capture information from new form submissions.

Invoicing

Create and send invoices to your customers and accept credit card payments through Stripe.

Less Accounting

View invoices for each customer and create new invoices for all of your projects right from WP-CRM System!

MailChimp Sync

This extension allows you to subscribe WP-CRM Contacts to your MailChimp list.

Ninja Forms Connect

This extension allows you to connect to a Ninja Form to automatically create new contacts.

Slack Notifications

Keep your team up-to-date with notifications in a Slack channel for updates to tasks, opportunities or projects.

Zendesk Connect

Stay up to date with your customer support tickets, and manage new tasks, projects, and opportunities from one place.

This plugin is included in any of these packages:

Professional – $199 per year*

  • Get access to 9 starter plugins and 12 pro plugins.
  • Access to any future pro plugins while your license is active.
  • Use on as many sites as you’d like.
  • 1 year of updates and support.

Get Professional License

Lifetime – $449 one-time

  • Get access to 9 starter plugins and 12 pro plugins.
  • Access to any future pro plugins.
  • Use on as many sites as you’d like.
  • Lifetime updates and support – one time payment gets you access to everything.

Get Lifetime Unlimited License

* Billed annually until canceled

This plugin is included in any of these packages:

Personal – $49 per year*

  • Get access to this and 8 other starter plugins.
  • Use on 1 site.
  • 1 year of updates and support.

Get Personal License

Plus – $99 per year*

  • Get access to this and 8 other starter plugins.
  • Use on up to 3 sites.
  • 1 year of updates and support.

Get Plus License

Professional – $199 per year*

  • Get access to this and 8 other starter plugins and access to 9 pro plugins.
  • Access to any future pro plugins while your license is active.
  • Use on as many sites as you’d like.
  • 1 year of updates and support.

Get Professional License

Lifetime – $449 one-time

  • Get access to this and 8 other starter plugins and access to 9 pro plugins.
  • Access to any future pro plugins.
  • Use on as many sites as you’d like.
  • Lifetime updates and support – one time payment gets you access to everything.

Get Lifetime Unlimited License

* Billed annually until canceled