1.Detect new Salesforce lead
Integrate Salesforce and crm tools to detect newly created lead records and to pull core lead fields.
Send direct DM lead alerts to sales channel
Automatically monitor Salesforce new lead records across Salesforce, Slack, and Zapier routing. Get instant alerts when new lead created, lead source matches Direct, or lead source matches DM βso you can alert sales instantly, route to the right path, and share a CRM link without manual follow-up.
How this automation accelerates your follow-up
When a new lead record appears in Salesforce, delays can leave sales without timely context. This automation filters Direct and DM sources, routes leads into paths, and sends a Slack channel message with CRM contextβso your team can follow up fast.
Salesforceor swap with your favorite app
2.Filter Direct or DM sources
Integrate Filter by Zapier and routing rules to continue only when lead source contains Direct or DM.
Filter by Zapieror swap with your favorite app
3.Route into sub-source paths
Integrate Paths by Zapier and tagging logic to branch routing into Path A, Path B, and a default path.
Paths by Zapieror swap with your favorite app
4.Send Slack channel message
Integrate Slack and messaging templates to send channel messages with CRM record links and sales mentions.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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