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
Create Slack messages for new Salesforce leads
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
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
Post Slack channel messages from new outbound Salesforce messages
Your company has dozens of channels your customers use to get in touch with you every day. Signing into each platform to view them all can be time-consuming and stressful. Try this instead. Set it up, and when a new outbound message is triggered on Salesforce, we'll post it for you on Slack. Choose the channel you want to see it on; we'll get it delivered.
Post Slack channel messages with new Salesforce custom objects
When you need to let people know about new happenings, and keep a record as well you may be spending too much time back and forth between platforms. Set up this integration to save some of that back and forth. Just create new custom objects in Salesforce, and they will be sent as Slack channel messages. Now you have a record of the occurrence, and teammates know as well.
Post Slack channel messages for new closed opportunities in Salesforce
Keeping relevant teammates up to date with opportunities can mean a lot of manually sending messages. Don't waste your time when it can be done for you with this integration. After set up, newly closed Salesforce opportunities will be sent in a Slack channel. Never type out the closed opportunity message again.
Post new Salesforce cases to a Slack channel
Does your support team's response time need to improve? If so, this integration can help. When active, it posts every new Salesforce case to the Slack channel you choose. With this automation in place, your team will be better prepared to quickly handle customer issues.
Post to Slack channels about updated Salesforce opportunities
Want to keep your team informed of revenue opportunities? Set up this integration, and when a new Opportunity gets updated on Salesforce, we'll send a message to Slack. Now, your team can stay informed about deals in progress in the Slack channel you specify.
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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