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Zapier makes it easy to integrate Salesforce with Slack - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
Slack
Slack
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Reaction" in Slack.
You’re connected!
Zapier seamlessly connects Salesforce and Slack, automating your workflow.
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.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Users
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Content
Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Multi Message
Message Text
Required
Send as a bot?
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_edit_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Content Type
Reply Broadcast
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
File
Thread
Send Channel Message?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Topic
Required
Topic set by
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status Text
Status Emoji
Expiration Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message ID (ts)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Required
Sort By
Sort Direction
Include Bot Messages in Search Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Username
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and Slack with AI agents and code
Beyond Zap workflows. Call Salesforce and Slack actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and Slack actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Add Reaction
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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
Connect Salesforce and Slack 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.
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.
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.
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.
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.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate Slack on the Zapier blog
Make work flow with AI
Level up your Salesforce to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Slack
How do I set up triggers for notifications in Slack when a Salesforce opportunity is updated?
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.
Can I send messages to different Slack channels based on different Salesforce events?
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.
Is it possible to post custom messages to Slack from Salesforce based on specific criteria?
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.
How do I control what data from Salesforce appears in Slack notifications?
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.
Can I integrate multiple Salesforce accounts with one Slack workspace?
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.
How often does the integration check for updates between Salesforce and Slack?
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.
How do I troubleshoot issues if my integrations between Salesforce and Slack aren't working as expected?
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.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Slack
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.
