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Salesforce + Slack Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Slack

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Microsoft Teams Microsoft Teams

Best Salesforce and Slack Integrations

  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Send Slack notifications for new tasks in Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Slack Send Channel Message
    Checking Salesforce can become quite a chore but it doesn't have to be that way. With this Connect, you'll get Slack channel notifications for new tasks in Salesforce automatically without any effort. After setting up this Connect, whenever a new task is added or created in your Salesforce account, we will send a message to your Slack channel, keeping you informed about what is next in your ‘to do list’.
    How This Integration Works
    • A new task is created in Salesforce
    • Appy Pie Connect automatically sends a message to a specific Slack channel
    Apps involved
    • A Salesforce account
    • A Slack account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Salesforce + Slack in easier way

It's easy to connect Salesforce + Slack without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

How Salesforce & Slack Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Slack as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Slack with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Slack

Salesforce is a cloud-based CRM software company. It provides cloud-based software for integrating business processes and customer data. Salesforce was founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez. Salesforce’s headquarters are located in San Francisco, California. In 2013, Salesforce was named the #1 fastest-growing company in the Fortune 500 rankings, and in 2014 it was ranked as one of the 100 Best Companies to Work For by Fortune. It was initially launched as salesforce.com, but later changed its name to Salesforce.

Slack is a cloud-based instant messaging app for team cplaboration. It allows users to exchange messages, files and information with each other by using private or public chat rooms. It is primarily used for office communication regarding projects and work. Slack was founded by Stewart Butterfield in 2014. Its headquarters is located in San Francisco, California. Slack Technpogies has raised $842 million from various investors including Accel Partners, Social Capital, Andreessen Horowitz and Kleiner Perkins Caufield & Byers. Slack is also a popular top for remote teams to cplaborate on projects. The company was valued at $2.8 billion after raising $160 million in its Series E round of funding in March 2017. As of February 2019, Slack has over 8 million daily active users (DAUs.

Integration of Salesforce and Slack will help organizations to improve their teamwork by enabling them to communicate more effectively. Moreover, it will also make it easier for users to access the data and information stored in the cloud systems of Salesforce with the help of Slack.

Integration of Salesforce and Slack

There are many applications available on Slack which can be integrated with Salesforce for efficient communication between employees within an organization. With integrated communication via Salesforce, your team will be able to organize faster and cplaborate better than ever before. Integration will help you to connect your CRM system and other apps like Google Drive, Google Calendar, G Suite, Box, Dropbox, Trello etc., to your Slack workspace. A dedicated app can be created for each department where all the relevant information related to that department can be added. As a result, everyone will have access to all the information which is stored in Salesforce at one place via Slack. In addition, if any new information is added to Salesforce or any changes are made to the existing information, updates will also be reflected instantly on other apps connected with Slack.

Benefits of Integration of Salesforce and Slack

Integration of Salesforce with Slack provides numerous benefits to businesses such as:

  • It makes it easier to share information between employees
  • Users can update information as per their convenience without disturbing others
  • All the information will be updated instantly when changes are made
  • Sharing information is easier due to the availability of integrations of Salesforce with many third-party apps like Google Drive, Google Calendar etc., which can be incorporated into a Slack app
  • Accessing data is not dependent upon your physical location or time of day as the data will be accessible through Slack irrespective of where you are in the world and what time it is there
  • Instant messaging via Slack makes it easy for everyone to communicate with each other easily and effectively at all times
  • Cplaboration within an organization becomes easier with integrated communication via Salesforce with Slack because it increases productivity and efficiency leading to better performance results

The process to integrate Salesforce and Slack may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.