An automated workflow using ifttt
Connects Salesforce + Slack
SalesForce Opportunity Winners
About this workflow template
This automation scenario allows you to connect Salesforce and Slack
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Salesforce and Slack can also be integrated using automation tools other than ifttt:
Diagram
How it works?
When this trigger fires in Salesforce
Opportunity was won in Salesforce
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Then this action happens in Slack
Post to channel in Slack
This Action will post a message to the channel you choose in Slack.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to SalesForce Opportunity Winners.
Part I
Configure Applications
First, we need to connect Salesforce and Slack to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Salesforce to IFTTT.
Give IFTTT access to your Salesforce account, using Salesforce credentials.
Connect Slack to IFTTT.
Give IFTTT access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Salesforce
Choose the following trigger: Opportunity was won (This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce).
Then set up an Action for Slack
Choose this action: Post to channel (This Action will post a message to the channel you choose in Slack.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will SalesForce Opportunity Winners!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
