Driving CRM Workflow With Woobot Dialogs

Get Ready!

Today we’re pleased to announce the latest release of Woobot, which now brings full support for dialog input within Slack!

In our never ending effort to make doing work easy, we have streamlined (translation: less clicks and thinking) how teams access and work with their mission critical enterprise data and workflows in Slack.

Creating Records On The Fly

We’ve all been there – that important event, customer occasion, or hot prospect call where you or your BDR just want to quickly enter someone’s contact details as a Lead in Salesforce.

So we made it easy, by simply running a quick /woobot new lead command in Slack, they can now nurture those leads through the sales funnel as other team members engage with this data over time.

And as always, Woobot keeps this activity within the ephemeral workspace – allowing team members to share important updates on their own terms in Slack.

Sometimes your BDR wants to go right to creating an Account and Contact, so they can streamline their workflow and engage with the team to move things down the funnel. By combining interactive buttons and dialogs we now enable a whole universe of possibilities to drive the business forward in context!

Bringing It All Together As One

As your Opportunities advance, so does your workflow, and those hand-offs to other team members to help close the deal can now all be driven from within Slack. By combining menus with dialogs and interactive buttons, critical sales insights can be captured quickly without disrupting the teams conversational flow within Slack.

In this case, we have a hot Opportunity with our lead for Jerry, and the BDR needs to get this into the pipeline so they can engage with the team for support.

Now everyone can track this deal in Slack, and by creating a Woobot Live Card, stay up to date on critical deal dimensions as things progress to close.

We’ve only scratched the surface on what’s possible with Woobot dialogs for Slack.

What’s Next?

It’s pretty simple.

We want to make working with enterprise data as easy as chatting in Slack.

Because it just makes sense.

Now it’s your turn to experience the magic.

Start your journey with us today.

Brandon Oelling

Hey there! I'm Brandon Oelling, the founder of Woobot.io. Our team was awash in a sea of source systems, logins, and web forms to do simple things like responding to important changes in our business and collaborating with one another. We envisioned a world where our enterprise data lived in perfect harmony within our collaboration platforms. Turns out we weren't alone, so we built Woobot.io to fix that.