Integrating Salesforce and Slack using Zapier can streamline communication and enhance productivity by automating workflows between the two platforms. Here’s a step-by-step guide to setting up a basic integration:
Scenario: Notify Slack Channel When a New Lead is Added in Salesforce
Objective: Automatically send a notification to a Slack channel whenever a new lead is created in Salesforce.
Steps to Set Up the Integration
-
Sign Up or Log In to Zapier
- Go to Zapier and sign up for an account if you don’t have one, or log in to your existing account.
-
Create a New Zap
- Click on the "Create Zap" button.
-
Set Up the Trigger (Salesforce)
- Trigger App: Search for and select "Salesforce."
- Trigger Event: Choose "New Record" as the trigger event.
- Connect Account: Sign in to your Salesforce account and grant Zapier access.
- Set Up Trigger: Choose the "Lead" object (or any other relevant object) to monitor for new records.
- Test Trigger: Test the trigger to ensure Zapier can pull in data from Salesforce.
-
Set Up the Action (Slack)
- Action App: Search for and select "Slack."
- Action Event: Choose "Send Channel Message" as the action event.
- Connect Account: Sign in to your Slack account and authorize Zapier.
- Set Up Action:
- Channel: Select the Slack channel where you want to post the notification.
- Message Text: Customize the message text to include relevant details from the Salesforce lead. For example:
New Lead Alert! Name: {{Lead Name}} Company: {{Company}} Email: {{Email}}- Other Options: Configure other options like bot name, icon, etc.
- Test Action: Test the action to ensure the message is sent to Slack correctly.
-
Activate the Zap
- Once the test is successful, turn on the Zap to activate the integration.
Detailed Example
Step 1: Log In to Zapier
- Navigate to Zapier and log in.
Step 2: Create Zap
- Click on "Create Zap."
Figure 1: Create Zap on Zapier.
Step 3: Salesforce Trigger
- Trigger App: Salesforce
- Trigger Event: New Record.
Figure 2: Select Trigger App and trigger event to send message
- Connect Account: Log in to Salesforce and authorize Zapier.
Figure 3: Select and login to Salesforce account in Zapier.
- Set Up Trigger:
- Object: Lead
- Filter: You can add filters if you only want to trigger for specific leads (e.g., only new leads from a specific source).
- Test Trigger: Confirm Zapier can retrieve a sample lead.
Figure 4: Test trigger event with sample record in Zapier.
Step 4: Slack Action
- Action App: Slack
- Action Event: Send Channel Message
Figure 5: Select Action App As Slack and Event as Send Channel Message.
- Connect Account: Log in to Slack and authorize Zapier.
Figure 6: Connect Slack with Zapier
- Set Up Action:
- Channel: #new-hires
- Message Text:
Lead Alert!
Figure 7: Make a message body as per your requirements.
Test Action: Confirm the message is sent to Slack.
Step 5: Activate the Zap
- Turn on the Zap to activate the workflow.
Figure 8: Create new Lead record on salesforce.
Figure 9: A message has been sent to Slack Channels to inform about the new lead.
Additional Tips
- Custom Filters: Use filters in Zapier to refine when the Zap triggers (e.g., only notify for leads from certain industries).
- Multi-Step Zaps: Create more complex workflows by adding additional steps, such as updating a Google Sheet or sending an email notification.
- Error Handling: Set up error handling in Zapier to manage cases where the integration might fail (e.g., retries, notifications).
Conclusion
By integrating Salesforce and Slack via Zapier, you can keep your team informed in real-time, reduce manual data entry, and streamline your sales process.
For any queries on this blog please reach out to support@astreait.com