Chatter + Salesforce Integration

Integrate Chatter to Salesforce in one click, or tell Integrately AI how you want each record handled. Log team conversations, update customer data, alert your sales reps, and sync records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatter
    Post is created in feed in Chatter
  • Chatter
    Group is created in Chatter
  • Chatter
    Topic is created in Chatter
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Chatter + Salesforce Integration

Capture feed posts, update customer records, log activities, and alert your sales team, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatter + Salesforce flow

Send feed posts to your CRM, alert your support channel, and create follow-up tasks across your entire tool stack. Pick a combination and activate it in one click.

Chatter
Salesforce
+
HubspotHubspot (5)
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SlackSlack (4)
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GmailGmail (3)
+
Jira Software CloudJira Software Cloud (3)
+
ZendeskZendesk (3)
+
Google DriveGoogle Drive (3)
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Create a HubSpot contact for every new Chatter feed post, and add the record in Salesforce.
New Chatter feed posts automatically appear in HubSpot as contacts while updating Salesforce, eliminating manual data entry across platforms.
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Create a HubSpot task for every new lead in Salesforce, and post an update in Chatter.
Salesforce leads instantly generate follow-up tasks in HubSpot and update your Chatter feed so your team stays aligned.
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When a Salesforce opportunity is updated, update the matching HubSpot deal and notify Chatter.
Changes to Salesforce opportunities update your HubSpot deals and broadcast the status change directly into Chatter.
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If a Salesforce case is created, create a HubSpot ticket and announce it in Chatter.
New customer support cases in Salesforce instantly open a HubSpot ticket and notify your team in Chatter.
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Use Claude to analyse every new Salesforce account, create a HubSpot company, and post the summary in Chatter.
Claude evaluates new Salesforce accounts to generate briefs that feed into HubSpot and Chatter automatically.

Supported triggers and actions for Chatter and Salesforce

Mix and match to build the exact automation you need

Chatter
Chatter Triggers & Actions
Post is created in feed in Chatter
Triggers the automation when a new post is created in the feed
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Group is created in Chatter
Triggers the automation when a new group is created
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Topic is created in Chatter
Triggers the automation when a new topic is created
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Create post in feed in Chatter
Creates a new post in the feed
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Chatter + Salesforce?

Streamline communication and customer data management with powerful automated workflows.

What you can automate?
Sync Chatter feed posts directly to Salesforce records
Automatically convert team discussions and feed posts into structured Salesforce records the moment they happen. Eliminate manual copy-pasting between your communication platform and your CRM.
📋
Capture every submitted lead detail accurately
Map all available lead information from Salesforce into corresponding Chatter updates instead of partial snippets. Your team receives complete context for every inquiry instantly.
🔔
Alert the right team member instantly
Notify specific sales reps and communication channels the second a new record or opportunity is created. Cut response times and ensure high-value leads never sit waiting.
🔀
Route records based on submitted field criteria
Trigger different follow-up actions depending on the specific values in your Salesforce records or Chatter posts. Ensure high-tier accounts receive priority handling automatically.
🔄
Keep destination records continuously up to date
Synchronize status changes, field updates, and contact edits across Chatter and Salesforce in real time. Prevent data drift between your communication feeds and CRM databases.
🔍
Match existing records instead of creating duplicates
Search your Salesforce database for existing contacts or accounts before creating new entries. Maintain a clean, deduplicated CRM database effortlessly.
📈
Handle later pipeline and status changes
Automate follow-up sequences when opportunities close, cases resolve, or tasks are updated. Keep your pipeline flowing smoothly from initial contact to final sign-off.
🔌
Extend your workflow to Slack and other apps
Connect your Chatter and Salesforce core pair with Slack, HubSpot, or Gmail to build multi-app pipelines. Automate complex cross-functional business processes with ease.
And much more...

Who is Chatter + Salesforce integration for?

Teams connecting Chatter and Salesforce eliminate manual data entry, streamline lead handoffs, and keep customer records perfectly synchronized across platforms.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency account managers
Agency account managers
Sales operations teams
Sales operations teams
Business development reps
Business development reps
Compliance and audit teams
Compliance and audit teams
📈
Performance marketers
You're reviewing campaign discussions in Chatter but your Salesforce lead counts only update when someone manually exports records, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead lands in your CRM instantly and your data stays current.
Customer success managers
You need to respond immediately when a high-value account requires attention, but you find out about support cases too late because communication happens across siloed tools — with this integration, every Salesforce case update alerts your team instantly and client issues get resolved faster.
🤝
Agency account managers
You answer to clients who want visible progress reports on every project task, but compiling manual status updates takes hours away from client strategy — with this integration, every Chatter discussion update syncs to Salesforce records seamlessly and client reporting is always up to date.
📊
Sales operations teams
The incoming volume of leads and records is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented pipeline visibility — with this integration, every submitted form and record populates your CRM automatically and your sales pipeline runs without manual bottlenecks.
🔄
Business development reps
You own the outreach step and depend on someone upstream to hand over qualified leads, but manual notification delays cause deals to go cold — with this integration, every new Salesforce lead triggers instant team alerts and your handoff process becomes completely automated.
📁
Compliance and audit teams
You need a reliable history of all client interactions and keep finding gaps in your customer records due to manual logging errors — with this integration, every Chatter post and Salesforce update is captured automatically and your compliance audit trail remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Chatter + Salesforce

Build and manage your Chatter + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatter + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Chatter to Salesforce?
Frequently Asked Questions
You can connect Chatter to Salesforce in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow for you. It also integrates with Hubspot, Slack, Gmail, and 1,500+ other apps.
Can I automatically create Salesforce records when a new Chatter feed post is created?
Frequently Asked Questions
Can I connect Chatter, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatter and Salesforce?
Frequently Asked Questions
How does Chatter data get handled in Salesforce integrations?
Frequently Asked Questions
Can Salesforce lead creation trigger actions in Chatter?
Frequently Asked Questions
Do I need coding skills to automate Chatter and Salesforce?
Frequently Asked Questions
Is the Chatter and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Chatter or Salesforce With 1500+ Other Apps

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Salesforce
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Sync Salesforce with marketing automation, billing platforms, and reporting tools to keep customer data working across your stack.