Scriptera
Salesforce and Slack automations — Sales & Leads
Ready-made scenarios where Salesforce and Slack work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
87 scenarios
- New channels in Slack — Leads in Salesforce
- New channels in Slack — Deals in Salesforce
- New messages in Slack — Updating deals in Salesforce
- New deals in Salesforce — Sending messages in Slack
- New leads in Salesforce — Updating statuses in slack
- Ad leads delivered to your messenger
- New leads in Salesforce — Updating channels in Slack
- New leads in Salesforce — Channels in Slack
- New leads in Salesforce — Deleting conversations in Slack
- CRM changes announced in your messenger
- New leads in Salesforce — Updating users in Slack
- New messages in slack — Deals in Salesforce — variant 2
- New leads in Salesforce — Reactions in Slack
- New messages in Slack — Deals in Salesforce
- New deals in Salesforce — Channels in Slack
- New channels in Slack — Contacts in Salesforce
- New leads in Salesforce — Reminders in Slack
- New users in Slack — Contacts in Salesforce
- New messages in slack — Leads in Salesforce — variant 2
- New messages in slack — Updating contacts in Salesforce — variant 2
- New messages in slack — Contacts in Salesforce — variant 2
- New messages in Slack — Leads in Salesforce
- New messages in Slack — Contacts in Salesforce
- New Salesforce deal — instant Slack alert
- New messages in Slack — Updating contacts in Salesforce
- Updated contacts in Salesforce — Updating channels in Slack
- New users in Slack — Deals in Salesforce
- New deals in Salesforce — Sending messages in Slack
- New messages in Slack — Leads in Salesforce
- New contacts in Salesforce — Updating channels in Slack
- New messages in slack — Contacts in Salesforce
- New deals in Salesforce — Channels in Slack
- New contacts in Salesforce — Channels in Slack
- New messages in Slack — Contacts in Salesforce
- Found: files in Slack — Updating deals in Salesforce
- New deals in Salesforce — Sending messages in Slack
- New contacts in Salesforce — Updating statuses in slack
- New messages in Slack — Updating deals in Salesforce
- Found: files in Slack — Deals in Salesforce
- New messages in Slack — Contacts in Salesforce
- New messages in Slack — Updating leads in salesforce
- New files in Slack — Leads in Salesforce
- New messages in Slack — Updating contacts in Salesforce
- Found: files in Slack — Contacts in Salesforce
- From Slack through Salesforce — the answer back to Slack
- A booked meeting — a CRM task and a reminder
- New CRM contacts — enrichment and alert
- Profile links from Slack — as new contacts in Salesforce
- Validating new contacts for dead addresses
- A landing-page lead — into CRM, a task and chat at once
- A task and an alert on every deal move in your CRM
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- Stalled deals bring themselves back to life
- Instant calling and booking of new ad leads
- High-value lead alerts — to chat, sheet and calendar
- Compare each proposal against your winners and find the gaps
- Client onboarding from a single form: folder, contact, channel, tasks
- Sales cycle analysis and recommendations — automatic
- Business card into your address book with one photo
- Scoring and routing leads from form submissions
- Capture and route leads from every channel
- Client renewal reminders — ahead of time
- Automatic follow-ups on stalled deals
- Re-engage stalled leads with a ready-made email
- A sales leaderboard with a personal word to the team — automatically
- Score event RSVPs and route them to sales
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Turn website chat into qualified leads in your CRM
- Alerts for customers losing interest: to the rep, into a task, and by email
- Website leads — enrichment, scoring and routing to CRM
- Automatic follow-ups for prospects who went quiet
- Website lead scoring — a task for the rep only on the strong ones
- Client onboarding after a won deal
- Re-engaging quiet clients — weekly, without manual tracking
- Invoices from a folder — straight into CRM deals
- A chat that captures the lead and books the demo
- Website leads straight into CRM deals, with a team alert
- Incoming lead sorting and routing — automatically
- A pre-meeting brief: last notes, open tickets, recent changes
- Auto-booking demos for high-intent leads
- Lead verification, enrichment and sorting — automatically
- Sort email leads and file them into the CRM — by importance
- Leads from target companies' job posts — with the email ready
- A client quote right from your chat — describe the order in words
- An AI assistant over your CRM in any messenger
