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
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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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A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!