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CRM From Your Phone

A Grok bot that connects Salesforce and Slack

Sales

Connect first

SalesforceSlack

The prompt

Set up a new bot for me that stays always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.

Paste this prompt into Grok, follow the walkthrough to connect your integrations, then save it as a bot.

How to use

  1. Copy the prompt above.
  2. Open Grok and paste it into a new conversation.
  3. Follow the walkthrough to connect Salesforce and Slack, review the test run, then save it as a bot.

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