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Slack
Salesforce

Connect Slack and Salesforce integrations

Explore ready-made Slack and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate Slack with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Slack
Trigger: Watch Direct Messages
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Slack and Salesforce.

Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Archive a Channel
Archives a channel.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Channel
Creates a channel.
Action
Create a record
Creates a new record in an object.
Action
Create a Reminder
Creates a reminder.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Delete a File
Deletes a file.
Action
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Popular Slack and Salesforce workflows

Connect Slack and Salesforce with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

AI

Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack

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Send a Slack message from a closed Salesforce opportunity

Use this template to send a Slack message to a channel or a user when a Salesforce opportunity is closed.

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Create contacts and prospects, enrich the data with intelligence and then notify sales

Supercharge new HubSpot contacts by enriching them with data from Clearbit. Prospects are then automatically uploaded to Salesforce and Salesloft with an instant message triggered via Slack to notify sales.

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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.