Connect Slack and Salesforce to unlock the power of automation

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Choose a Trigger
Choose an Action

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How Zapier works

Zapier makes it easy to integrate Slack with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Slack

A trigger is an event that starts your Zap and runs the workflow. For example, with Slack, a trigger could be "New Public Message Posted Anywhere."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Slack to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Slack to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Slack + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Slack and Salesforce

You can set up specific triggers in our platform that watch for updates to Salesforce opportunities. These triggers will then send notifications to your chosen Slack channels. You'll need to select the 'Opportunity Updated' trigger and configure it with filters if needed, like opportunity stage changes or specific fields being updated.

Yes, you can configure different triggers and actions for various Salesforce events. For instance, a new lead in Salesforce can trigger a message to your sales channel, while an opportunity closing can notify your finance team channel. Each trigger-action pair can be customized based on your needs.

Our integration allows you to define custom criteria within Salesforce that, when met, will post tailored messages in Slack. You need to set up the appropriate filters and message templates within the action settings.

When setting up your triggers and actions for posting in Slack, you have full control over which data fields from Salesforce are included in the notification messages. Customize your messages by selecting or deselecting specific data points in the integration settings.

Yes, our platform supports connecting multiple Salesforce accounts to a single Slack workspace. You just need to ensure that each account is authorized separately within our settings and choose how each account's triggers align with your Slack channels.

The frequency of how often we check for updates between Salesforce and Slack depends on your chosen plan. We support near real-time synchronization or periodic checks every few minutes, adjustable according to what suits your workflow best.

If there are issues with integrations not functioning properly, we recommend checking the configuration of both triggers and actions first. Ensure all permissions are correctly set up in both platforms. Our support team is available if further help is needed.

Connect Slack and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.