Guide

How to 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 Salesforce and Slack. With Relay.app, you can send customized Slack messages whenever an opportunity reaches a new stage in Salesforce, ensuring your team is always in the loop. No more missed updates or delayed responses due to communication gaps! Our comprehensive guide will show you how to set up this integration in just four easy steps, empowering your sales team to stay informed and agile in responding to critical opportunities. Say hello to a more connected, efficient, and successful approach to sales management. So, what are you waiting for? Let's get started!
Salesforce logoSalesforce > Slack
Trigger
Last triggered
Salesforce logoOpportunity stage reached
Slack logoSend message
1

Set the Salesforce trigger as “Opportunity stage reached”

Add the Salesforce trigger to initiate your playbook's actions each time an opportunity reaches a new stage.

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.

2

Add the “Send message” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates each time an opportunity reaches a new stage in Salesforce.

Select "Add Step" and then find the "Send message" automation for Slack. Enter all the required details, including the sender's name, the Slack channel for updates, 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 messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack messages to a channel each time an opportunity reaches a new stage in Salesforce 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.

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