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

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Mailchimp and Salesforce Integration

If you use Mailchimp and Salesforce together to manage your leads, keeping them in sync is vital. But that shouldn’t come at the cost of your precious time and effort. Have Automate.io do that grunt work for you.

It is a simple 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.

You will see the ‘Add Accounts’ screen. Here you will connect your Salesforce & Mailchimp accounts to Automate.io. Now, let’s enter our account credentials. We always keep your data secure with bank-level encryption. Alright! Our apps are connected. Now, let’s build this automation, also called a Bot.

First, let’s focus on Mailchimp. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new subscriber in our Mailchimp account. By the way, Mailchimp has a lot more triggers that can come in handy for other use cases.

Now, let’s move to Salesforce. It’s the action app that performs our desired action. In this case, we want to create a lead on Salesforce for every new Mailchimp subscriber. However, you can modify this Bot and save each new Mailchimp subscriber as a contact instead, on Salesforce. And just like Mailchimp, there are a bunch of other actions in Salesforce that can come in handy for other use cases.

This template also comes with standard contact fields that are already mapped for you. But you can override it and make any changes you want. You can map more details to Salesforce by taking the help of these additional fields.

We’ve now set up our bot. Click Done. And, test it out. Now, come back to your Automate.io dashboard. Alright, it looks good. Let’s check our Salesforce. There you go! Your bot will now run in the background and do all the work for you. You don’t have to do it manually anymore.

#MailchimpSalesforceIntegration

Learn more about Mailchimp , SalesforceAutomateio