Salesforce + Slack + CallRail Integrations

How to connect Salesforce + Slack + CallRail

Zapier lets you send info between Salesforce, Slack, and CallRail automatically—no code required.

When this happens...

automatically do this...

then do this!

Top companies trust Zapier to automate work and free up time

Do even more with Salesforce + Slack + CallRail

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 CallRail. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers 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
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write

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
CallRail
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Instant
Trigger
CallRail
Triggers when a phone call is marked as "Spam".
Instant
Trigger
CallRail
Triggers when an inbound phone call is started.
Instant
Trigger
CallRail
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
Instant
Trigger
CallRail
Triggers when a new Company is created.
Instant
Trigger
CallRail
Triggers when a form is captured.
Instant
Trigger
CallRail
Triggers when a form capture is tagged.
Instant
Trigger
CallRail
Triggers after an inbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Instant
Trigger
CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
CallRail
Triggers when an SMS message is received.
Instant
Trigger
CallRail
Triggers when an SMS message is sent.
Instant
Trigger
CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
CallRail
Triggers when a User is created.
Instant
Trigger

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How Salesforce + Slack + CallRail Integrations Work

Step 1: Authenticate Salesforce, Slack, and CallRail.
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.

Connect apps

Connect Salesforce + Slack + CallRail

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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.

Learn more