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Salesforce + Slack

Create Salesforce records for each new Slack private channel message

When a new message is posted to a private channel in Slack, this integration swiftly creates a record in Salesforce. It helps in saving valuable time by managing communication data and transferring it into Salesforce's database. With this seamless workflow, your records stay up-to-date, making it a reliable approach towards achieving efficient data accuracy and organization.

When a new message is posted to a private channel in Slack, this integration swiftly creates a record in Salesforce. It helps in saving valuable time by managing communication data and transferring it into Salesforce's database. With this seamless workflow, your records stay up-to-date, making it a reliable approach towards achieving efficient data accuracy and organization.

  1. When this happens...
    SlackSlack
    New Message Posted to Private Channel

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record (UTC)

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger for Bot Messages?

    Trigger
    Instant
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    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
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    • Channel

    • User Name

    • Shared

    Trigger
    Instant
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    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • Include Alias

    Trigger
    Instant
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    • User Name

    • Highlight Word

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
  • Slack triggers, actions, and search

    New Pushed Message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    Trigger
    Instant
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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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.

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