Salesforce + Slack Integration

Integrate Salesforce to Slack in one click, or tell Integrately AI how you want each contact handled. Create records, sync account details, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channel is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
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2.

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Ready Workflows Ready Workflows for Salesforce + Slack Integration

Capture leads, notify teams, update records, and sync account details, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Slack Integration

Send Slack message for new Salesforce record

Automatically sending a Slack message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Slack integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Slack message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Slack Integration

Send Slack message for new Salesforce record

Automatically sending a Slack message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Slack integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Slack message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Slack Integration

Send Slack message for new Salesforce task

With this Salesforce - Slack integration, whenever a new task is created in Salesforce, message will be sent via Slack. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Connect more apps to your Salesforce + Slack flow

Sync your Salesforce and Slack data with CRM records, support tickets, and project boards. Pick a combination and activate it in one click.

Salesforce
Slack
+
HubspotHubspot (4)
+
Google DriveGoogle Drive (4)
+
Jira Software CloudJira Software Cloud (4)
+
ZendeskZendesk (4)
+
AsanaAsana (4)
+
DocuSignDocuSign (4)
H
S
S
Add every new HubSpot contact to your Salesforce account, and notify your sales channel in Slack
New HubSpot contacts appear in Salesforce instantly and your sales team hears about it in Slack, eliminating manual data entry.
S
H
S
When a Salesforce lead is updated, update the contact in HubSpot and notify your sales channel in Slack
Lead updates in Salesforce sync directly to HubSpot while your Slack channel receives an instant status alert.
S
H
S
If a Salesforce opportunity is created, create a deal in HubSpot and alert your revenue channel in Slack
New Salesforce opportunities instantly generate matching HubSpot deals and trigger team alerts in Slack.
S
H
S
Use Claude to summarise new Salesforce leads, save the brief in HubSpot, and post it in Slack
Claude generates concise summaries of new Salesforce leads before storing them in HubSpot and notifying Slack.

Supported triggers and actions for Salesforce and Slack

Mix and match to build the exact automation you need

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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Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Search user in Slack
Searches for a user
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Get thread messages in Slack
Retrieves messages in a specific thread
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Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
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Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
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Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
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Add reminder in Slack
Schedule and set reminder for a date and time
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What can you automate with Salesforce + Slack?

Streamline your CRM updates, team alerts, and pipeline tracking with automated workflows between Salesforce and Slack.

What you can automate?
🔄
Sync customer records and notify teams instantly
Automatically post a Slack channel message whenever a new contact or record is created in Salesforce, ensuring your team never misses an important client update.
📝
Capture every submitted field accurately
Map complete Salesforce lead and opportunity details directly into your communication channels and secondary databases instead of just basic names and emails.
🔔
Alert the right person as soon as events happen
Route specific Salesforce task updates and case escalations directly to the assigned department channel in Slack the moment they occur.
🔀
Route workflows based on submitted field data
Send enterprise leads to priority Slack channels and standard leads to general queues by evaluating Salesforce field values automatically.
🔄
Keep secondary records completely up to date
Automatically update matching HubSpot contacts, Google Drive files, and Jira issues whenever Salesforce records change.
🔍
Search and update instead of creating duplicates
Check existing database records before creating new entries in Salesforce or HubSpot, preventing duplicate customer profiles.
🎯
Handle later status changes like closed won
Trigger downstream onboarding tasks and revenue channel announcements in Slack whenever Salesforce opportunities reach closed won status.
🚀
Extend workflows to popular productivity tools
Connect your Salesforce and Slack core flow with HubSpot, Google Drive, Jira Software Cloud, Zendesk, Asana, or DocuSign to build multi-step operations.
And much more...

Who is Salesforce + Slack integration for?

Connecting Salesforce and Slack helps sales reps, managers, and support teams eliminate manual data entry and collaborate faster on critical customer updates.

Sales managers
Sales managers
Sales representatives
Sales representatives
Account executives
Account executives
Support teams
Support teams
Project coordinators
Project coordinators
Operations specialists
Operations specialists
📈
Sales managers
You report on quarterly pipeline data and decide strategy from it, but your team's records are always stale because manual logging takes hours — this integration means every Salesforce update syncs instantly and your pipeline reports stay current.
Sales representatives
You need to act fast when prospects engage, but you find out about new leads too late in the day — connecting these apps means every new Salesforce lead triggers an instant Slack notification so you can reach out first.
🤝
Account executives
You answer to external clients who want to see constant deal progress, but pulling manual status reports wastes selling time — automating both apps means your team receives real-time visibility without extra administrative effort.
🎧
Support teams
The volume of inbound client tickets is too high for anyone to keep up by hand, leading to missed customer issues — this integration means every Salesforce case update is instantly posted to Slack so nothing slips through.
📋
Project coordinators
You own the delivery phase and depend on sales reps upstream to hand over closed deals, but handoffs get lost — automating both apps means won opportunities immediately notify your delivery channel in Slack.
🗂️
Operations specialists
You need a reliable audit history for customer records and keep finding gaps caused by manual copy errors — connecting these apps means every Salesforce account change is recorded and broadcasted accurately.
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 Salesforce + Slack

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

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Slack 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
Price Comparison with Popular Alternatives
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Salesforce to Slack?
Frequently Asked Questions
You can connect Salesforce to Slack using 1-click integrations on Integrately. Select a ready template or ask Integrately AI to build your automation workflow in seconds.
Can I notify my sales team in Slack whenever a new lead is created in Salesforce?
Frequently Asked Questions
Can I connect Salesforce, Slack, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Slack?
Frequently Asked Questions
Can I update contact records automatically when Salesforce data changes?
Frequently Asked Questions
How do I send automated channel alerts when Slack events occur?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Slack?
Frequently Asked Questions
Is the Salesforce and Slack integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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