Connect Slack and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Arrives
New User Joined or Updated in Your Org
New Message Posted
New Thread Message
New member join/leave or updated in channel
New Mention
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Ready to use Slack and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Arrives
Runs when new message arrives
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New Message Posted
Runs when new message posted.
New Thread Message
Runs when new thread message
New member join/leave or updated in channel
Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.
New Mention
Runs when someone mentions your Slack app or user in a channel you belong to.
Do thisActions
Action is the task that follows automatically within your Slack integrations.
Send Message
Post or schedule a message
Send Interactive Messages
Collect approval or form responses
Send Block/buttons/Intractive message using AI
Send Block, buttons, or slack form using AI
View_open BlockKit Modal using JSON
Open Model as a response or any BlockKit action
Chat_update slack block or message using messageTs
Update your open or any other chat message using messageTs
Send Message as Thread
Post a reply to an existing Slack thread. Supports immediate or scheduled delivery,
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Step by step guides to integrate Slack and Salesforce
Frequently Asked Questions
To start, connect both your Slack and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Slack data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Slack and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Slack and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn More
