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Salesforce + Slack

Salesforce + Slack

Salesforce + Slack integrations

Send direct messages in Slack for new leads in Salesforce

With this Salesforce to Slack workflow, you can ensure your team promptly follows up on fresh business opportunities. As soon as a new lead is identified in Salesforce, a direct message is sent in Slack. This communication notifies the relevant party about the latest potential client so they can take swift action. Embrace this efficient tool to streamline your lead management process.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new Lead is created.
  2. automatically do this!
    Send Direct Message
    Send Direct Message
    Send Direct MessageSends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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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
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • 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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