Integrations

Salesforce CRM + Slack Integration | Connect and Automate

Connect Salesforce CRM with Slack to automate workflows, sync data in real-time, and eliminate manual tasks. Build powerful automated workflows between these tools to save time and reduce errors.

Send channel messages in Slack for updated records in Salesforce

Keep your team informed and prompt swift responses with this workflow. Whenever a field update occurs on a record in Salesforce, a channel message is instantly sent on Slack. Experience seamless teamwork as your business data gets updated, encouraging quick decision-making and productive discussions.

Create new Slack channels for every new record in Salesforce

Stay abreast with your Salesforce updates by setting up a workflow that prompts a new Slack channel creation every time there is a new record in Salesforce. This automation ensures your team stays informed about recent developments, improving communication and collaboration. Leverage this integration and experience an enriched data flow between your business tools.

Create Salesforce contacts for new Slack users

This workflow activates when there's a new user in your Slack environment, immediately creating a contact for them in Salesforce. It's a timely solution that helps you keep your Salesforce contact list updated while reducing manual data entry. This process improves efficiency, allowing you to focus on more important tasks, rather than administrative work.

Send direct messages in Slack for new leads in Salesforce

With this Salesforce to Slack workflow, you can ensure your team promptly follows up on fresh business opportunities. As soon as a new lead is identified in Salesforce, a direct message is sent in Slack. This communication notifies the relevant party about the latest potential client so they can take swift action. Embrace this efficient tool to streamline your lead management process.

Add reminders in Slack for new contacts in Salesforce

Ensure swift and efficient team communication with this workflow. When new contacts are added in Salesforce, a reminder is instantly created in Slack. This automation saves you the pain of manually setting reminders, keeping your team updated about important contacts seamlessly. Stay on top of new potential clients, partners, or stakeholders by utilizing this streamlined process.

Send channel messages in Slack for new leads in Salesforce

Streamline communication between your sales and team members with this handy workflow. When a new lead is generated in Salesforce, a message is directly sent to your designated Slack channel providing quick updates to your team. Say goodbye to the time-consuming manual updates and hello to a smoother, more efficient sales pipeline. It makes lead handling more efficient by ensuring instant, real-time notifications.

Create Salesforce records for each new Slack private channel message

When a new message is posted to a private channel in Slack, this integration swiftly creates a record in Salesforce. It helps in saving valuable time by managing communication data and transferring it into Salesforce's database. With this seamless workflow, your records stay up-to-date, making it a reliable approach towards achieving efficient data accuracy and organization.

Send Slack messages for new Salesforce contacts

If your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new contacts created in Salesforce. You can even nominate the channel in Slack to use in the integration. Once this integration has been set up all new Salesforce contacts, this integration will automatically create a Slack notification to your team.

Send channel messages in Slack for new contacts in Salesforce

Stay connected with your team by sharing updates about new contacts in Salesforce directly in a Slack channel. With this workflow, every time you add a new contact in Salesforce, a channel message will be sent in Slack. It's a straightforward way to ensure your team is on the same page, offering immediate updates without the need for manual data transfer. Bring your customer relations and your team communication closer together with this efficient, automated process.

Send channel messages in Slack for new leads in Salesforce

Automate your communication and never miss out on newly acquired leads with this effective workflow. Once a new lead is identified in Salesforce, an automatic message is dispatched in your chosen Slack channel. This seamless integration makes it easy to keep your team immediately informed about new business opportunities, increasing efficiency and accelerating response times.

Create channels in Slack when fields on records are updated in Salesforce

Streamline your communication with this handy workflow. Whenever an update happens to a record in Salesforce, a new channel will be created in Slack. This saves time and ensures instant and organized communication within your team, leading to higher efficiency and productivity. Enhance your team collaboration with this seamless Salesforce-to-Slack link.

Create Salesforce records from new private channel messages posted on Slack

Swiftly transform your team's communication with this workflow. When a new message is posted to a private channel in Slack, this workflow instantly creates a record in Salesforce. By immediately transferring important details to Salesforce, your team can ensure they're tracking every crucial part of conversation in one place. Simplify your workflow and save time with each new message.

Convert new Slack channel messages into Salesforce leads

Keep your sales team in the loop by connecting your Slack and Salesforce. With this workflow, every new message posted to a particular Slack channel gets instantly transformed into a new lead in Salesforce. It simplifies your lead creation process, ensuring no potential opportunities are missed from your team's communication.

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!

Create Salesforce records from new Slack channel messages

With this workflow, each time a new message is posted to a channel in Slack, it leads to the creation of a record in Salesforce. This means you'll never miss any important conversation update because they'll all be seamlessly recorded in Salesforce in real time. Staying informed about team communications becomes effortless, improving the collaboration within your team.

Send direct messages in Slack for updated records in Salesforce

Keep your team in the loop with every updated record in Salesforce, right in your Slack channel. With this workflow, whenever there's a record update in Salesforce, a corresponding direct message will be promptly sent in Slack. This is a seamless, automatic way to ensure everyone on your team is instantly updated without having to switch applications, enhancing team collaboration and efficiency.

Create Salesforce records for new Slack mentions

Stay on top of important conversations in Slack by automatically creating a Salesforce record when a new mention occurs. This workflow ensures you never miss an opportunity to engage with prospects or clients and keeps your Salesforce records up to date. Save time and effort by streamlining your communication process and keeping everyone on the same page.

Create Salesforce records from new Slack messages

Stay up to date with important communications and effortlessly compile customer information using this seamless workflow between Slack and Salesforce. When a new pushed message appears in Slack, a corresponding record will be created in Salesforce, ensuring that vital details are organized and easily accessible in your CRM system. Streamline your team's collaboration and enhance customer relationship management with this efficient automation.

Add new Slack reactions to Salesforce as records

Effortlessly boost your team's engagement with this streamlined workflow. When a new reaction is added in Slack, a record will be created in Salesforce, ensuring that important interactions are captured and tracked within your CRM system. Save time and increase efficiency by keeping your team focused on what matters most.

Add Salesforce leads to campaigns from new Slack pushed messages

Stay on top of Slack messages by enhancing your sales efforts with this efficient workflow. Whenever a new message is pushed in Slack, the automation will add a lead to a specific campaign in Salesforce. This way, you'll easily convert Slack conversations into potential sales opportunities without having to manually add them into your CRM.

Create Salesforce leads from new Slack reactions

Easily turn positive reactions in Slack into Salesforce leads with this seamless workflow. Whenever a new reaction is added in Slack, a corresponding lead will be created in Salesforce, ensuring your sales team never misses out on potential opportunities. Capturing interest has never been easier with this efficient and automatic solution.

Send Slack private channel messages for updated Salesforce records

Stay informed about updates in your Salesforce records with this efficient workflow. When a record is updated in Salesforce, a private channel message will be sent in Slack, ensuring your team stays up-to-date without having to constantly check Salesforce. Improve communication and stay current with important changes in your CRM.

Send direct messages in Slack for new Salesforce records

Stay up-to-date with your Salesforce records by receiving direct Slack messages whenever there's a new entry. This efficient workflow ensures you're always informed on the latest additions to your Salesforce database, while saving you the time and effort of manually checking for updates. Improve your team's communication and make sure nothing slips through the cracks with this seamless integration.

Send new Salesforce outbound messages as direct Slack messages

Stay informed and streamline communication by connecting Salesforce and Slack with this efficient workflow. When a new outbound message is sent in Salesforce, a direct message is seamlessly sent in Slack to the desired recipient. Save time, maintain accuracy, and ensure your team stays connected with this simple yet powerful automation.

Send new Salesforce outbound messages to a Slack private channel

Stay informed in Slack about new Salesforce outbound messages with this handy workflow. Whenever there's a new outbound message in Salesforce, a private channel message will be sent in Slack to keep your team in the loop. Improve communication and ensure you never miss important customer interactions with this seamless automation.

Create Salesforce records for new Slack channel messages

Keep track of important Slack messages in Salesforce by setting up this efficient workflow. When a new message is posted to a specific channel in Slack, a record will be created in Salesforce, ensuring that you never miss crucial communications. This automation helps streamline your process and maintain organization across both platforms.

Create Airtable records from new Kajabi records

Stay informed on new Salesforce records and keep your team in the loop by sending private channel messages in Slack. This automation will swiftly notify your team in Slack whenever there's a new record in Salesforce, making sure everyone stays up-to-date and able to collaborate efficiently. Enhance your team's communication and reaction time with this seamless workflow.

Send channel messages in Slack for updated records in Salesforce

Stay updated on important information in real-time with this Salesforce and Slack workflow. Whenever a record is updated in Salesforce, a channel message will be sent in Slack, keeping your team informed about crucial updates. This automation ensures that everyone is on the same page and reduces manual check-ins, streamlining communication across platforms.

Send private channel messages in Slack for updated fields on Salesforce records

Keep your team informed of important updates in Salesforce by sending a private Slack channel message. With this workflow, whenever a field is updated on a Salesforce record, a personalized message will be sent to a specified private channel in Slack. This ensures that relevant stakeholders are always aware of the latest changes, keeping communication efficient and streamlined.

Send channel messages in Slack for new Salesforce opportunities

When you have new opportunities, you'll want your team notified. This integration helps by automatically posting to a channel in Slack whenever a new opportunity in Salesforce is created. You'll always know when you have new opportunities.

Send Slack channel messages for new Salesforce opportunities

Quick outreach and followup are essential when working a new opportunity. Make sure you and your team get notified when new opportunities are available. This integration helps by sending channel messages in Slack when there are new opportunities in Salesforce. Now your whole team can be ready to support new potential clients.

Create Salesforce attachments from new Slack files

Enable smoother collaboration by integrating your Slack and Salesforce applications with this convenient workflow. When a new file is shared in Slack, an attachment is instantly created in Salesforce, streamlining your team's communication process and ensuring essential information is readily accessible in your customer relationship management platform. Benefit from improved project efficiency and never miss an important file again with this seamless integration.

Send Slack notifications for new tasks in Salesforce

Let Zapier do the heavy lifting so you can stop checking Salesforce for new tasks and get notified in Slack automatically instead! With this Zap, you'll get Slack channel notifications for new tasks in Salesforce without having to do a thing (after you set up the Zap, of course). New tasks will trigger Zapier to send channel notifications in Slack so you don't have to search for new work.

Add new Slack users to Salesforce as records

Instantly add new Slack users to your Salesforce records with this seamless workflow. Whenever a new user joins your Slack workspace, a record will be created in Salesforce, ensuring your team has the latest information at their fingertips. Streamline your onboarding process and keep your CRM up-to-date with this efficient automation.

Create Salesforce leads from new Slack pushed messages

Effortlessly keep track of new leads from your Slack conversations with this time-saving workflow. Whenever a new pushed message appears in Slack, a lead will be created in Salesforce, ensuring your team stays up to date on potential business opportunities without any manual data entry. Stay organized and streamline your sales process with this efficient automation.

Send Slack direct messages for updated Salesforce records

Keep your team in the loop with this Salesforce and Slack integration. Whenever a field is updated in a Salesforce record, this workflow will send a direct message in Slack to a designated user, ensuring important updates aren't missed. With this seamless communication setup, your team can stay informed and collaborate efficiently.

Send Slack channel messages from new outbound Salesforce messages

Your company has dozens of channels your customers use to get in touch with you every day. Signing into each platform to view them all can be time-consuming and stressful. Try this instead. Set it up, and when a new outbound message is triggered on Salesforce, we'll post  it for you on Slack. Choose the channel you want to see it on; we'll get it delivered.

Send Slack channel messages with updated Salesforce opportunities

Want to keep your team informed of revenue opportunities? Set up this integration, and when a new Opportunity gets updated on Salesforce, we'll send a message to Slack. Now, your team can stay informed about deals in progress in the Slack channel you specify.

Send new Salesforce cases in Slack channel messages

Does your support team's response time need to improve? If so, this integration can help. When active, it posts every new Salesforce case to the Slack channel you choose. With this automation in place, your team will be better prepared to quickly handle customer issues.

Create Slack messages for new Salesforce leads

If your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new leads created in Salesforce. You can even nominate the channel in Slack to use in the integration. Once this integration has been set up all new Salesforce contacts, this integration will automatically create a Slack notification to your team.

Send Slack channel messages for new Salesforce custom objects

Set up this integration to save yourself the time and effort of manual updates As soon as a new custom object is created in Salesforce, a custom Slack channel message will be generated automatically. Now you have a record of the occurrence, and teammates know as well.

Post Slack channel messages for new closed opportunities in Salesforce

Keeping relevant teammates up to date with opportunities can mean a lot of manually sending messages. Don't waste your time when it can be done for you with this integration. After set up, newly closed Salesforce opportunities will be sent in a Slack channel. Never type out the closed opportunity message again.

Get Slack notifications for new Salesforce opportunities

Want a simple way to let your team know about your new Salesforce opportunities? Once you set up this integration, new Salesforce opportunities created from that point forward are automatically posted to a Slack channel and shared with your team. Or, you can use the Slackbot channel to notify yourself privately of new Salesforce opportunities.

Send Slack channel messages for new updated fields on records in Salesforce

When specific fields on records in your CRM are updated with new info, you'll want to be notified. Zapier helps by sending channel messages in Slack when you have updates to a specified field on a record in Salesforce. You and your team will have the latest updates to important records.