Update your CRM in one click. From Slack.
Bi-directional CRM sync means your team can update records, push dates, create tasks, and more - all without leaving their chat app.
Start Free TrialWhy bi-directional matters
❌ Most alert tools are one-way
They notify you, but you still have to open your CRM to take action. Context switching remains.
✅ Pyko lets you take action right from the notification
Every action your team needs
Field Updates
One-click update with preset values. Mark as 'Attempting Contact' or set priority to High.
Date Push/Pull
Move dates forward or backward. Push Close Date +1 week, Pull Follow-up Date -3 days.
Update Object (Modal)
Opens modal in Slack to edit multiple fields at once. Update stage, date, and next steps together.
Create Linked Object
Create related records from the notification. Create Task from Opportunity, schedule meeting.
Bulk Edit
Special button that opens web interface for updating many records at once.
Open in CRM
Quick link to view record in Salesforce/HubSpot. Opens in new tab, preserves context.
Security & Permissions
Respects CRM Permissions
Actions respect Salesforce/HubSpot permissions. Users can only update records they have access to.
Complete Audit Trail
Every action is logged: who clicked, what changed, when it happened, success or failure.
Prove Compliance
Track adoption, optimize workflows, and demonstrate ROI with full visibility.