Use Slack and AI to chat with your CRM Data

CRMs are fantastic for managing sales data, but navigating them can be challenging—especially when you're on the go and juggling multiple client meetings. What if you could chat with your CRM data directly in Slack without the hassle of switching between apps?

In this tutorial, we’ll show you how to make that happen.

Using Lindy, we’ll create an AI-powered Slack bot that connects to Salesforce, enabling you to query contacts, accounts, opportunities, and more. By the end, you’ll have instant access to data-driven insights—all without needing any coding or technical skills.

This tutorial shows you how to:

• Setup a Slack message trigger
• Link your CRM data
• Add Slack response skill
• Put your workflow to the test

Tools you’ll need for this tutorial:

• Lindy
• Salesforce account

Let’s get to it!