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Salesforce

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.

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Popular Integrations

Salesforce - New Lead Slack - Send a Direct Message

Get Slack notifications for new Salesforce leads

Get notifications on Slack every time a new lead is created on Salesforce with this readymade Salesforce to Slack integration template.

To get started with this integration, first, connect your Salesforce and Slack accounts to Automate.io. Then, in Slack, select the Username to which you want to send the notifications. You can even take the help of the Output Fields in Salesforce such as Lead Name, Lead Phone, Lead Email, Lead Company, etc. to make your Slack message much more detailed.

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. After setting up the integration, turn it ON and proceed to test it. From there on, Automate.io does what it does the best—automate your work.

How it works

  • Step 1:

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

  • Step 2:

    A notification will be sent on Slack automatically.

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Salesforce - New Contact Slack - Send a Direct Message

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

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Salesforce - New Opportunity Slack - Send a Direct Message

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

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Salesforce - Updated Opportunity Slack - Send a Direct Message

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

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Salesforce - New Task Slack - Send a Direct Message

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

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Salesforce - New Lead Slack - Send a Channel Message

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

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Salesforce - New Event Slack - Send a Direct Message

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

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Salesforce - Updated Contact Slack - Send a Direct Message

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

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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 - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce - New Task

    New Task

    Triggers when there is a new Task
  • Salesforce - New Account

    New Account

    Triggers when there is a new Account
  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce - New Event

    New Event

    Triggers when there is a new Event
  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object 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 Account Property

    Updated Account Property

    Triggers when an existing Account'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 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 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 - Search a User

    Search a User

    Search Users
  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log
  • 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 Task

    Search a Task

    Search Tasks
  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities
  • 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 - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce - Search a Folder

    Search a Folder

    Search Folders
  • Salesforce - Search a Case

    Search a Case

    Search Cases
  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

Let's Integrate

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

Run Workflows

Typeform
Wufoo
Google Forms

Forms

Salesforce Workflow
Slack Workflow
Trello
Wrike
Asana

Project Management

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

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How to integrate Salesforce & Slack in 3 mins?

  1. Step 1: Connect both Slack and Salesforce by authenticating them on Automate.io platform.
  2. Step 2: Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
  3. Step 3: Select an “action” event from Slack which will run every time the trigger event occurs.
  4. Step 4: Map the data fields between Salesforce and Slack using the drag-drop interface.

You are done. Automate.io will take care of the rest.

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Salesforce Integration

Salesforce

Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.
Slack Integration

Slack

Slack is a new generation communication application. It unites your team and your apps for better information sharing and collaboration.

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