Salesforce is a highly effective CRM-centric database platform driving many successful sales teams. But if your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new leads created in Salesforce. You can even nominate the channel in Slack to use in the integration. Once this integration has been set up all new Salesforce contacts from that point forward will create a Slack notification to your team.
*Note: This Zapier integration will not create Slack messages for existing Salesforce leads in your Salesforce account, only new leads created after you've set it up.
How It Works
- A new lead is created in Salesforce
- Zapier creates a new Slack message with the lead information
What You Need
- A Salesforce account
- A Slack account
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Get Slack notifications for new Salesforce opportunities
Want a simple way to let your team know about your new Salesforce opportunities? Use Zapier to start notifying your team via Slack of new Salesforce opportunities as they are created.
With this integration, you choose a Slack channel and format a message with names, email addresses and any other information you'd like to share. Once you set up this integration, new Salesforce opportunities created from that point forward are individually posted to the Slack channel and shared with your team. Or, you can use the Slackbot channel to notify yourself privately of new Salesforce opportunities.
Note: This Zapier integration doesn't create Slack messages from existing Salesforce opportunities, only opportunities that are created after you've set it up.
How It Works
- A new Salesforce opportunity is created.
- Zapier adds the data submitted to a Slack channel as a message.
What You Need
- A Salesforce account
- A Slack account
Send Slack notifications for new tasks in Salesforce
Let Zapier do the heavy lifting so you can stop checking Salesforce for new tasks and get notified in Slack automatically instead! With this Zap, you'll get Slack channel notifications for new tasks in Salesforce without having to do a thing (after you set up the Zap, of course). New tasks will trigger Zapier to send channel notifications in Slack so you don't have to search for new work.
How this Salesforce-Slack integration works
- New tasks are created in Salesforce
- Zapier sends a message to a specific Slack channel
Apps involved
- Salesforce
- Slack
It's easy to connect Salesforce + Slack and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when you star a message.
Create a new contact.
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