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Salesforce + Slack Integrations

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Connect Salesforce to Slack
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Slack + your other apps
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FAQ

Salesforce + Slack integrations

Salesforce > Slack

Trigger

Last triggered

Opportunity stage reached

Create channel

Overview

Connect Salesforce to Slack in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Slack, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Slack, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Slack integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Send and reply to messages by integrating Slack into your workflow.

Preview of Send as a bot or from your own account and customize your message using variables.

Preview of Use any of these Slack actions in your Relay.app workflows.

Preview of Use Relay.app's integrations for Slack to trigger actions across your apps

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Send and reply to messages by integrating Slack into your workflow.

Send as a bot or from your own account and customize your message using variables.

Use any of these Slack actions in your Relay.app workflows.

Use Relay.app's integrations for Slack to trigger actions across your apps

Example Salesforce + Slack workflows

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Automatically send Slack direct messages when a Salesforce case is created

Do you struggle to promptly respond to customer issues? Relay.app is here to help. It automates notifications in Slack whenever a new case record is created in Salesforce, enhancing communication efficiency and empowering your team to stay informed and connected in real-time. Say goodbye to missed op

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Automatically send Slack direct messages when Salesforce opportunity stages change

Salesforce is great for tracking opportunities, but managing stage changes and keeping your team informed can be challenging. That's where Relay.app comes in – it automatically sends Slack direct messages when there's a change in Salesforce opportunity stages, improving communication and efficiency.

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Automatically send Slack messages to a channel each time an opportunity reaches a new stage in Salesforce

Are you tired of missing crucial updates and opportunities during your sales cycle? Do you need help keeping your team informed and on track? Well, we have some game-changing news for you! Meet Relay.app – the ultimate solution to revolutionize communication and streamline workflows between Salesforc

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Notify the right sales reps in Slack for new leads in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Slack and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Slack "Send message to channel" action for each Salesforce "New record added" event.

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Automatically send Slack messages to a channel when new cases are recorded in Salesforce

Do you want to avoid missing out on essential customer inquiries or issues? Do you need help to keep up with the constant flow of cases? If so, you are not alone! Many support teams face the challenge of balancing case management with the need for efficient communication. That's where Relay.app comes

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Automatically send Slack messages to a channel when Salesforce Opportunity stages change

Are you tired of struggling to keep your sales team informed and up-to-date on the latest developments in your pipeline? Do you find it challenging to ensure that every team member is promptly notified of critical milestones and updates as they happen? If so, you're not alone. Sales teams worldwide f

Automatically send Slack direct messages when opportunity stages in Salesforce are reached

Inspirational workflows

Visit the template gallery ➔

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Slack Actions

Channel

bookmark_add

Add bookmark to channel

smart_toy

Add bot to channel

person_add

Add users to channel

Create your own Salesforce + Slack integration

Select a trigger in Salesforce

Select an action in Slack

Create your workflow

Or automate Slack + Salesforce

Select a trigger in Slack

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Slack to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Slack with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Slack to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Slack to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Slack?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Slack that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Slack—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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