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Salesforce and Slack Integration

Send instant messages to users or channels in Slack. Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting Salesforce and Slack.

Quickly get started with the most popular workflow - Get notified on Slack for new custom objects in Salesforce or explore other prebuilt bot template Automate Salesforce and Slack in under 3 minutes and save yourself hours every week.

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Popular Integrations

  • Salesforce - New Custom Object
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    Slack - Send a Direct Message

    Get notified on Slack for new custom objects in Salesforce

    Want a simple way to notify yourself of new custom objects in your Salesforce account? You’ve come to the right place. This Salesforce to Slack integration template will send automatic notifications to you every time there is a new custom object added to Salesforce.

    This template also comes with a readymade Slack notification message for you. But of course, you can change it and map additional custom object data to receive more detailed notifications. Once you’ve set up the integration, a new outbound message is automatically triggered on Salesforce, that will be posted on Slack.

    Note: This template sends direct messages on Slack. If you want to send a channel message, change the Slack action to ‘Send a Channel Message’.

    How it works?

    • 1

      This Bot triggers whenever there is a new custom object in Salesforce.

    • 2

      Automate.io notifies you about it in Slack.

    Show More
  • Salesforce - New Contact
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    Slack - Send a Direct Message

    Send Slack notifications for new contacts in Salesforce

    Keeping track of your Salesforce contacts is extremely crucial for managing your sales pipeline. Having said that, you do not have the time to manually check your Salesforce for every incoming contact.

    Let Automate.io do the heavy lifting for you with this readymade Salesforce to Slack integration template. Using this template, you can get notified on Slack whenever there is a new contact in your Salesforce account. As you would be pressed for time, we’ve even set up a standard Slack notification message for you. The message includes every new Contact name, email, and phone. But you definitely have the choice to modify it based on your needs.

    Now your sales team can immediately pounce on those new contacts as and when they are added.

    Note: This template sends direct messages on Slack. If you want to send a channel message, change the Slack action to ‘Send a Channel Message’.

    How it works?

    • 1

      This Bot triggers whenever there is a new contact in Salesforce.

    • 2

      Automate.io notifies you about it in Slack.

    Show More
  • Salesforce - New Lead
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    Slack - Send a Direct Message

    Get Slack notifications for new Salesforce leads

    This Salesforce to Slack integration offers a simple way to let your team know about your new Salesforce leads. It automatically notifies on Slack every time a new lead is created on Salesforce.

    It comes with a ready-made notification message that shows the Lead’s name, phone, and email. But you can change it and map additional fields that you want. While doing this, you can choose a Slack user who gets the notifications. But if you want to send notifications to a channel instead, change Slack’s action to ‘Send a Channel Message’. The chosen group (public or private) will be notified of every new Salesforce lead.

    How it works?

    • 1

      This Bot triggers whenever there is a new lead in Salesforce.

    • 2

      A notification will be sent on Slack automatically.

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    Show More
  • Salesforce - New Opportunity
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    Slack - Send a Direct Message

    Send a Direct Message in Slack on a New Opportunity in Salesforce

  • Salesforce - Updated Opportunity
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    Slack - Send a Direct Message

    Send a Direct Message in Slack on a Updated Opportunity in Salesforce

  • Salesforce - New Task
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    Slack - Send a Direct Message

    Send a Direct Message in Slack on a New Task in Salesforce

  • Salesforce - New Lead
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    Slack - Send a Channel Message

    Send a Channel Message in Slack on a New Lead in Salesforce

  • Salesforce - New Event
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    Slack - Send a Direct Message

    Send a Direct Message in Slack on a New Event in Salesforce

Looking for something else?


Create your own Integration

Connect Salesforce and Slack the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact

  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created

  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead

  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity

  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated

  • Salesforce - New Account

    New Account

    Triggers when there is a new Account

  • Salesforce - New Event

    New Event

    Triggers when there is a new Event

  • Salesforce - New Task

    New Task

    Triggers when there is a new Task

  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated

  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated

  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated

  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated

  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated

  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated

  • Salesforce - New Case

    New Case

    Triggers when there is a new Case

  • Salesforce - New Note

    New Note

    Triggers when there is a new Note

  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated

  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed

  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

  • Slack - Get Data from Workflow

    Get Data from Workflow

    Triggers when a Slack workflow gets executed. Save the bot setup and link your Slack workflow to this bot to run this.

Do this

ACTIONS
  • Slack - Send a Direct Message

    Send a Direct Message

    Send a message to specified User as Slackbot

  • Slack - Send a Channel Message

    Send a Channel Message

    Send a message to public or private Group

  • Slack - Search a User

    Search a User

    Search for a User based on Email address or Username

  • Slack - Set a Reminder

    Set a Reminder

    Sets a Reminder

  • Slack - Set Status

    Set Status

    Set your status on slack

  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact

  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead

  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account

  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object

  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event

  • Salesforce - Add a Note

    Add a Note

    Creates a new Note

  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity

  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task

  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log

  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)

  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case

  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact

  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact

  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity

  • Salesforce - Search an Account

    Search an Account

    Search Accounts

  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts

  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects

  • Salesforce - Search an Event

    Search an Event

    Search Events

  • Salesforce - Search a Lead

    Search a Lead

    Search Leads

  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities

  • Salesforce - Search a Task

    Search a Task

    Search Tasks

  • Salesforce - Search a User

    Search a User

    Search Users

  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

  • Salesforce - Search a Case

    Search a Case

    Search Cases

  • Salesforce - Search a Folder

    Search a Folder

    Search Folders

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect Salesforce and Slack with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Typeform
Zoho Forms
Google Forms

Forms

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Salesforce Workflow

Salesforce

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Slack Workflow

Slack

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Wrike
ClickUp
Notion

Project Management

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