Salesforce + Slack + Calendly Integrations
How to connect Salesforce + Slack + Calendly
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Do even more with Salesforce + Slack + Calendly
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Slack, and Calendly. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
- Slack
Triggers whenever a new #channel is created.
Instant
Trigger
- Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
- Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
- Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
- Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
- Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
- Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
- Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
- Slack
Triggers when you save a message.
Instant
Trigger
- Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
- Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
- Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
- Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
- Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
- Slack
Creates a new channel.
Scheduled
Action
- Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
- Slack
Sets the topic on a selected channel.
Scheduled
Action
- Slack
Update basic profile fields such as name or title
Scheduled
Action
- Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
- Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
- Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
- Slack
Finds a user by their ID.
Scheduled
Action
- Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
- Slack
Finds a user by their username.
Scheduled
Action
- Calendly
Triggers when an invitee cancels a scheduled event.
Instant
Trigger
- Calendly
Triggers when an invitee schedules an event.
Instant
Trigger
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How Salesforce + Slack + Calendly Integrations Work
- Step 1: Authenticate Salesforce, Slack, and Calendly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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