Salesforce + Slack

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.

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.

  1. When this happens...
    SlackSlack
    New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger for Bot Messages?

    • Raw Data

    Trigger
    Instant
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    • ChannelRequired

    • Trigger for Bot Messages?

    • Raw Data

    Trigger
    Instant
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    • Channel

    • User Name

    • Shared

    Trigger
    Instant
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    • Search QueryRequired

    • Raw Data

    Trigger
    Scheduled
    Try It