Salesforce and Slack integration Get Slack notifications for new Salesforce leads

 

Use this template – https://automate.io/bots/get-slack-no…

Interested in automating even more Salesforce and Slack use-cases quickly? Check this page – https://automate.io/integration/sales…

Don’t have an Automate.io account? Create your free account here – https://automate.io/app/signup 

Quick outreach and followup are crucial when working on a new lead. Make sure you and your team get notified whenever your business generates them with the help of Automate.io.

Automate.io is a simple, no-code workflow automation tool that connects your favorite web apps and automates your tedious manual work so you can spend your time working on things that matter to you.

To begin, visit the page above, click on the use case box, and then the Get Started button.

You will see the ‘Add Accounts’ screen. Here you will connect your Slack & Salesforce accounts to Automate.io.

Now, let’s enter our account credentials. We never take chances with your data. We always keep it secure with bank-level encryption.

Alright! Our apps are connected. Time to build our automation, also called a Bot.

First, let’s talk about Salesforce. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new lead in Salesforce. However, you can even trigger your Bot for new accounts, opportunities, and more. So, do check out the other triggers.

And, let’s move to Slack. It’s the action app that performs our desired action. In this case, we want to send a message every time there is a new lead in Salesforce. And just like Salesforce, you also have many actions to work with here.

Now it’s time to drag and drop our lead data from Salesforce to Slack.

To send much more detailed notifications, you can take the help of these additional fields.

We’ve now set up our bot. Click Next. And test it out.

Now, come back to your Automate.io dashboard. Perfect!

Let’s check our Slack message. There you go! Your bot will now run in the background and do all the work for you. Now, you can immediately contact each lead as and when it comes and close more deals for your business.

#Salesforce #Slack #SalesforceSlackIntegration

#automate.io

 

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