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Salesforce + Slack

Salesforce + Slack

Salesforce + Slack integrations

Send channel messages in Slack for new leads in Salesforce

Streamline communication between your sales and team members with this handy workflow. When a new lead is generated in Salesforce, a message is directly sent to your designated Slack channel providing quick updates to your team. Say goodbye to the time-consuming manual updates and hello to a smoother, more efficient sales pipeline. It makes lead handling more efficient by ensuring instant, real-time notifications.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new Lead is created.
  2. automatically do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with Salesforce and Slack

Discover other triggers and actions you can use with Salesforce and Slack

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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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.
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