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Salesforce + Slack

Salesforce + Slack

Salesforce + Slack integrations

Notify the right sales reps in Slack when there is a new opportunity in Salesforce

Automate your sales communication efficiently with this workflow, which instantly notifies the appropriate sales representatives in Slack whenever a new opportunity arises in Salesforce. Streamline your workflow and never miss a beat in seizing new business prospects!

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this...
    Find Record
    Find Record
    Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
  3. then do this...
    Find User by Email
    Find User by Email
    Find User by EmailFinds a user by matching against their email instead of their username.
  4. then do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with Salesforce and Slack

Discover other triggers and actions you can use with Salesforce and Slack

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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