Create Slack messages for new Salesforce leads

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

1. A new Salesforce opportunity is created.
2. Zapier adds the data submitted to a Slack channel as a message.

What You Need

• A Salesforce account
• A Slack account

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

1. A new lead is created in Salesforce
2. Zapier creates a new Slack message with the lead information

What You Need

• A Salesforce account
• A Slack account

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

1. New tasks are created in Salesforce
2. Zapier sends a message to a specific Slack channel

Apps involved

• Salesforce
• Slack

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.

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.