Guide

How to automatically send Slack direct messages when opportunity stages in Salesforce are reached

Relay.app is a transformative solution streamlining workflows between Salesforce and Slack. It ensures that every sales team member is instantly notified when opportunities progress through various stages of the sales cycle. This guide shows you how to set up this integration in just four easy steps. So, if you want to boost your team's productivity and take your sales game to the next level, keep reading!
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1

Create your Relay.app playbook

To start coordinating your workflow between Salesforce and Slack, you must set up specific steps.

Firstly, sign up for Relay.app and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Send Slack DMs when opportunity stages in Salesforce are reached," and choose a relevant emoji like đź“© to help you quickly identify it.

2

Set the Salesforce trigger as “Opportunity stage reached”

Add the Salesforce trigger to initiate your playbook's actions when opportunity stages are reached.

To do this, click "Add trigger" in your playbook. Select the "Opportunity stage reached" trigger option from the dropdown menu under Salesforce. It will enable your playbook to automatically identify newly reached opportunity stages and trigger necessary actions.

If you still need to connect your Salesforce account to Relay.app, a prompt will guide you through the connection process.

3

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when opportunity stages in Salesforce are reached.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

4

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when opportunity stages in Salesforce are reached without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Get started with Relay.app

Sign up now and get started with your playbook today