Push Salesforce CRM Updates to Slack Channels Using Zapier
Here's how to do it:
- Click "Create" and select "Zaps" to begin the automation process.
- Click "Trigger."
- Search for and select Salesforce.
- Choose a trigger event like "Updated Record" or "New Lead."
- Connect your Salesforce account.
- Select the lead status change that should trigger the event.
- Run a test.
- Add Slack as the action app.
- Choose an action event, such as "Send Channel Message."
- Connect your Slack account.
- Select the Slack channel and customize the message to include Salesforce update details (e.g., lead status, opportunity stage).
- Run a test to ensure updates from Salesforce push to the correct Slack channel.
- Click "Publish" to activate your Zap.
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it