Salesforce and Slack Integration

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’.

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’.

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.