Solving Your Sales Challenges
Managing sales activities within Slack can be cluttered and inefficient. Momentum.io integrates seamlessly with Slack to automate and enhance your sales processes, making them more organized and effective.
How Momentum.io Works
- Add to Slack: Simply add Momentum.io to your Slack with the click of a button.
- Configure: Configure your sales processes and sales call data extractions through our intuitive admin panel.
- Automate and Grow: Watch as Momentum.io automates routine tasks, allowing your team to focus on closing more deals.
Disclaimer: As an AI-driven app, Momentum.io might occasionally generate responses that require user verification for accuracy.
Step 1: Install Momentum in Slack
Click the "Add to Slack" button in the following link to install Momentum in your Slack workspace. Follow the onscreen instructions to get set up quickly.
Step 2: Authorize Salesforce from Slack
You'll see a confirmation screen in our Slack app once Momentum.io is successfully installed. Start by configuring your CRM using our setup wizard! Go to the Momentum App in Slack (Cmd + K → Momentum) and click the Home tab at the top:
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Next, click the Authorize button:
✅ That's it for Slack + Salesforce!
You'll see a confirmation screen once Momentum.io is successfully installed and will receive an email in your inbox to set your account in your own Momentum admin instance!
If plan on usingMomentum AI, you'll want to give Momentum access to your sales and customer success team calls. Momentum can integrate into established Conversational Intelligence tools like Gong, or Clari Copilot, as well as Zoom or Google Meet if you don't have a CI product in place:
Momentum AI + Zoom
Momentum AI + Google Meet
Momentum AI + Gong
Momentum AI + Clari Co-Pilot
Momentum AI + Salesloft
Need Help?
Read our privacy policy here. For support, contact our support team at hello@momentum.io.