Salesforce Slack Integration | Notify team on new Salesforce opportunity!
#SalesforceSlackIntegration #SlackIntegrationWithSalesforce
In this video, we’ll walk you through how our Salesforce and Slack Integration will help you save time and the hassle of manually importing/exporting contact data.
Using Automate.io, you can automatically notify everyone in your Slack channel on a new opportunity in Salesforce.
✔️ 5 EASY steps to connect Salesforce with Slack
1. Link your Salesforce and Slack account with Automate.io.
2. Select Salesforce as your trigger app and select ‘New Opportunity’ as your trigger event.
3. Select Slack as your action app and select ‘Send a Channel Message’ as your action event.
4. Map Salesforce data to relevant input fields for Slack.
5. Save your Bot and do a test run.
Don’t have an Automate.io account? Create your free account here:
https://automate.io/app/signup
Check out all the Salesforce and Slack integrations right here:
https://automate.io/integration/sales...
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