Salesforce Opportunity Alerts via Slack

Posted on April 22th, 2025 by Salabh Saxena, Shainki Gautam

1. Introduction: Why Workflow Automation is Essential

Every second saved is a competitive advantage in today's fast-paced digital world. Businesses like Astrea IT Services handle hundreds of repetitive yet critical workflows — from lead capturing and data syncing to multi-channel notifications.

To eliminate inefficiencies and reduce manual work, forward-thinking companies are turning to platforms like Make.com — a powerful no-code automation platform that enables you to build smart workflows between apps like Salesforce, Slack, Google Sheets, and more — all without writing complex code.

Whether you're a growing startup or an enterprise-level team, Make.com helps automate operations and scale globally with ease.

2. What is Make.com?

Make.com (previously Integromat) is a no-code integration platform that lets you connect apps and automate workflows with a visual, drag-and-drop interface. It allows your business to design workflows (called “scenarios”) that pass data between platforms, trigger actions based on rules, and ensure seamless task execution.

Core Concepts of Make.com:

  • Scenario – The full visual workflow
  • Modules – Individual app actions like “Send Slack Message” or “Get Salesforce Record”
  • Routers – Conditional branches (e.g., IF Stage = Closed Won → Slack A)
  • Webhooks – Receive real-time data from external apps (like Salesforce)
  • Variables/Mappings – Dynamically pass and transform data between modules

3. Key Features That Make.com Offers

Let’s explore what makes Make.com a top-tier automation solution:

i. Visual Scenario Builder

Build workflows step-by-step with a drag-and-drop interface. No code required — just logic and flow.

ii. 1,000+ App Integrations

Make.com supports popular tools like:

  • Salesforce, HubSpot, Pipedrive
  • Slack, Gmail, Outlook
  • Airtable, Trello, Notion
  • Shopify, WooCommerce, Stripe
  • Custom APIs, HTTP modules, JSON parsers

    HTTP modules

iii. Instant or Scheduled Automation

Trigger scenarios instantly via webhooks or schedule them (e.g., run every hour or once a day).

Automation webhooks

iv. Conditional Logic & Filters

Control what happens when. Route leads by region, check employee count, or skip actions with IF/ELSE logic.

ELSE logic

v. Error Handling & Logging

Easily track failures, retry logic, and receive alerts if something goes wrong. Perfect for mission-critical workflows.

Logging

4. Why Make.com is Ideal for Astrea IT Services

At Astrea, we manage client data, internal communications, and service requests at scale. Make.com brings us the following advantages:

Cross-Team Collaboration

Sync leads from Salesforce to Slack, send documents via Gmail, or update project boards in Trello — all from one platform.

Improved SLA Adherence

No more missed alerts or forgotten follow-ups. Make.com ensures real-time notifications and responses.

Custom Workflow Control

Each client is different — and so is every process. Make.com gives us full control to customize automation without developer bottlenecks.

Cost-Effective Scaling

Unlike other platforms with strict pricing and limits, Make.com is affordable and flexible, perfect for a growing company like ours.

International Adaptability

Whether it’s a lead from the US, Canada, India, or Australia — Make routes data intelligently to the correct region, department, or channel.

5. Global Use Cases of Make.com

Make.com is transforming businesses across industries:

Global Use

Why Choose Make.com for Slack & Salesforce Integration?

Salesforce Integration

Automation Tools Comparison Table

Comparison Table

Our Expertise in Make.com

At Astrea IT Services, we leverage the power of Make.com to build smart, scalable, and streamlined automation solutions tailored to your business needs. Here's how we make your workflows smarter:

1. Salesforce Integration

  • Seamless integration with Salesforce using HTTP Callouts and Named Credentials
  • Trigger automations based on record creation, updates, or custom criteria
  • Pass real-time Salesforce data to external systems with complete control

2. Slack Automation

  • Post intelligent alerts to specific Slack channels based on business logic
  • Build workflows that route messages based on region, department, or lead type
  • Use Make to notify the right team instantly when a new lead or case is created

3. Multi-System Workflows

  • Connect Salesforce, Slack, Gmail, Airtable, Google Sheets, HubSpot, and more
  • Use routers, filters, and data transformers to handle conditional flows
  • Build centralized dashboards and notifications across tools

4. Dynamic Logic & Decisioning

  • Implement branching logic using the Router Module
  • Automate workflows based on employee count, geography, lead score, etc.
  • Create custom logic without writing code

5. Error Handling & Recovery

  • Proactive error detection and custom alerts (Slack, Email, Airtable logs)
  • Build fallback paths to ensure your automation never stops
  • Track failed executions and rerun scenarios with ease

6. Webhook Expertise

  • Build custom webhooks for real-time data exchange between systems
  • Design listener flows that receive data from third-party apps instantly
  • Perfectly suited for bi-directional integration with CRMs and app

Implementation of the Scenerio:

  • Salesforce Flow (Record-Triggered)
  • Named Credentials
  • Make.com (Integromat)
  • Slack Webhooks & Channels

Use Case:

Whenever an Opportunity is created or updated in Salesforce:

  • If Stage = Closed Won → Post to #sales-closed-deals
  • If Stage = Proposal/Price Quote → Post to #sales-in-negotiation
  • If Stage = Qualification → Post to #sales-qualification

This ensures each sales stage alert is routed to the right Slack team in real-time.

Integration Flow:

Step 1: Create Named Credential in Salesforce

  • Go to Setup → Named Credentials
  • Set the endpoint URL of your Make.com webhook (you'll get this in Step 3)
  • Set Callout Options (No Authentication if using generic webhook)
  • Save the Credential for use in Flow

Credential for use in Flow

Step 2: Build a Record-Triggered Flow in Salesforce

  • Object: Opportunity
  • Trigger: When a record is created or updated
  • Condition: (Optional) Trigger only if StageName is one of the targeted stages
  • Scheduled Path: Add a delay (if needed)
  • Action: Use "Named Credential Callout" to hit the webhook URL

Tip: Structure the request payload to send essential data like Opportunity Name, Stage, Amount, and Owner.

Error Handling:

  • Add a Fault Path to log errors or notify a fallback system.

    Fault Path

Step 3: Create Scenario in Make.com

  • Trigger Module: Webhook

    • Copy the generated URL and paste it into Salesforce Named Credential or Flow HTTP Callout
  • Router: Add conditions to branch the flow

    • Condition 1: Stage = "Closed Won" → Connect to Slack → Post in #sales-closed-deals
    • Condition 2: Stage = "Proposal/Price Quote" → Post to #sales-in-negotiation
    • Condition 3: Stage = "Qualification" → Post to #sales-qualification
  • Slack Module: Use "Post Message"

    • Customize message:
      " New Opportunity Update!"
      "Name: {{Name}}, Stage: {{Stage}}, Owner: {{Owner}}"

Step 4: Add Error Handling in Make

Error Handling

Conditions:

When I am creating an opportunity then messages are posted on slack.

  • Stage: "Closed Won"

    • Condition: Opportunity.StageName equals Closed Won
    • Slack Action:
      • Channel: #sales-closed-deals

        sales closed deals

  • Stage: "Proposal/Price Quote"

    • Condition: Opportunity.StageName equals Proposal/Price Quote
    • Slack Action:
      • Channel: #sales-in-negotiation

        Proposal

  • Stage: "Qualification"

    • Condition: Opportunity.StageName equals Qualification
    • Slack Action:
      • Channel: #sales-qualification

        sales qualification

Let’s Automate Your Success

At Astrea IT Services, we believe automation isn’t just about saving time — it’s about unlocking growth, driving innovation, and empowering your team to focus on what matters most.

With the power of Make.com, Salesforce, and Slack, we help you:

  • Streamline operations
  • Reduce manual errors
  • Improve response times
  • Enable real-time collaboration
  • Deliver consistent customer experiences

Final Thoughts

Integrating Make.com into your workflow is like composing a symphony—each module, a note, coming together in perfect harmony.

With just a few clicks and connections, you unlock powerful automations that run like clockwork behind the scenes. Let Make handle the logic, while you focus on creativity, innovation, and growth.

Whether you're syncing data, sending alerts, or building dynamic workflows— Make.com turns complex processes into effortless automation.

Got questions? Feel free to drop an email to support@astreait.com