Salesforce + Slack
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.
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.
- When this happens...
New MentionTriggers when a username or highlight word is mentioned in a public #channel.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWriteCreate a new record or update an existing record in your app.
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Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Highlight Word
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
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Related Zap Templates
- Get Slack notifications for new Salesforce opportunities
- Send Slack channel messages for new Salesforce custom objects
- Send new Salesforce cases in Slack channel messages
- Create Salesforce records for new Slack channel messages
- Post Slack notifications when Salesforce leads complete checklists through Appcues
- Send channel messages in Slack for new Salesforce opportunities
- Scan new outbound messages in Salesforce for sensitive data with Nightfall DLP and send Slack channel messages
- Create Airtable records from new Kajabi records
- Send direct messages in Slack for new Salesforce records
- Add Salesforce leads to campaigns from new Slack pushed messages
- Create Salesforce leads from new Slack pushed messages
- Create follow-up emails in Gmail for new lead forms submissions in Webflow
- Send special offers campaigns in Mailchimp to newly churned accounts on Salesforce
- Notify the right sales reps in Slack when there is a new opportunity in Salesforce
- Send channel messages in Slack for new leads in Salesforce
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- Send Slack channel messages for new updated fields on records in Salesforce
- Create Slack messages for new Salesforce leads
- Send Slack channel messages with updated Salesforce opportunities
- Send Slack direct messages for updated Salesforce records
- Create Salesforce records with new resume data from Slack using CandidateZip
- Add custom records to Salesforce and send Slack channel messages with new LinkedIn Ads responses
- Send private channel messages in Slack for updated fields on Salesforce records
- Send new Salesforce outbound messages to a Slack private channel
- Send Slack private channel messages for updated Salesforce records
- Add new Slack reactions to Salesforce as records
- Create Salesforce records from new Slack messages
- Generate AI summaries of new customer support tickets in Zendesk
- Create Salesforce records from new Slack channel messages
- Create Salesforce records from new private channel messages posted on Slack
- Send channel messages in Slack for new contacts in Salesforce
Â
- Post Slack channel messages for new closed opportunities in Salesforce
- Send Slack notifications for new tasks in Salesforce
- Send Slack channel messages from new outbound Salesforce messages
- Send direct messages in Slack for updated records in Salesforce
- Send Slack channel messages for new Salesforce opportunities
- Detect sensitive data in new Salesforce records with Nightfall DLP and send Slack messages
- Send channel messages in Slack for updated records in Salesforce
- Send new Salesforce outbound messages as direct Slack messages
- Add new Slack users to Salesforce as records
- Create Salesforce leads from new Slack reactions
- Create Salesforce attachments from new Slack files
- Email new Salesforce opportunities and notify your teams in Slack
- Convert new Slack channel messages into Salesforce leads
- Create channels in Slack when fields on records are updated in Salesforce