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

    • Trigger for Bot Messages?

    • Optimized data

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    • Optimized data

    Trigger
    Instant
    Try It
    • Channel

    • User Name

    • Shared

    Trigger
    Instant
    Try It
    • Search QueryRequired

    • Optimized data

    Trigger
    Scheduled
    Try It
  • Slack triggers, actions, and search

    New Channel

    Triggers when a new #channel is created.

    Trigger
    Instant
    Try It
    • Include Alias

    Trigger
    Instant
    Try It
    • User Name

    • Highlight Word

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • Team Chat

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