Mattermost and Salesforce automations

Ready-made scenarios where Mattermost and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

144 scenarios

New deals announced to your team
CRM changes announced in your messenger
Push Salesforce leads into Mattermost audiences
New Salesforce deal — instant Mattermost alert
Ad leads delivered to your messenger
CRM contacts pushed into ad audiences
New Salesforce tasks ping you in Mattermost
New file in a Salesforce folder — a Mattermost message
Salesforce people feed your Mattermost audiences
Completed Salesforce tasks — posted to Mattermost
New Salesforce contacts — into Mattermost audiences
A daily weather forecast in your Mattermost
Contacts from Salesforce into Mattermost audiences
Incident alerts — to everyone, everywhere at once
Email validation for new CRM contacts
Unassigned support tickets — as a list in Mattermost
A booked meeting — a CRM task and a reminder
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
Auto-cleanup of old files in cloud storage — with notifications
New deals routed automatically — to the team, table, and slides
Instant alerts for urgent events from your apps
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
Early churn-risk detection from Zendesk tickets
Automatic bug triage: priority, ticket, team alert
Unpaid-invoice control: task and email — on their own
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Which channel brings deals — a per-source breakdown in Mattermost
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A morning task plan from Salesforce to Mattermost
Onboarding a hire from a form: chats, a task and access
Incoming messages routed to the right team
Incident response by playbook: Salesforce, PagerDuty, Mattermost
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Pre-release readiness checks — on autopilot
A morning briefing of today's tasks in your chat
Cold deals close themselves — and bring back feedback
Bug reports turned into proper tickets
Instant calling and booking of new ad leads
Data-load failure monitoring with tasks and alerts
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Urgent tickets become tasks and an instant team alert
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Payment dispute alerts with automatic task creation
New-issue triage: task, notification, reply to the author, and a logged row
A support ticket digest — every morning
Scoring and routing leads from form submissions
Daily scenario backups to a code store
Smart lead routing to reps — instant, with no manual assignment
Contract renewal reminders: an email to the client, a task for the rep
Release notes, a QA task and team alerts — straight from a version tag
Critical bugs from testing escalated straight to tickets and engineering chat
Stock sentiment from social media — into tasks and alerts
Post drafts from your meetings — automatically
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
A daily access check: two-factor and stale keys
Client renewal reminders — ahead of time
Ticket triage and escalation with response-time control
Automatic follow-ups on stalled deals
Error-log watch with automatic tickets
Failed-login detection with tickets and alerts
A client deck built from a call recording — automatically
Jira epic health tracking with risk alerts
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
Twice-daily double backup of your scenarios
A daily numbers summary — to chat and email
Release notes from closed tasks — into oneC and Mattermost on their own
A sales leaderboard with a personal word to the team — automatically
Cross-tool task dependencies, reconciled every night
Turn website chat into qualified leads in your CRM
Onboarding task quality checks, automatic and scored
Data-quality watch that alerts only on real issues
Score event RSVPs and route them to sales
A daily backup of your scenarios — to Salesforce
Website leads — enrichment, scoring and routing to CRM
Daily CRM and support digest delivered straight to your team chat
Weekly documentation and backup of your scenarios
Meeting prep that arrives on its own — contact, deals, company and talking points
Catch churning customers early: record updated, task created, team alerted
Client onboarding after a won deal