Salesforce and Slack automations

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

185 scenarios

New deals announced to your team
Saved chat messages become tasks
CRM changes announced in your messenger
New Salesforce tasks ping you in Slack
Messages from Slack become Salesforce tasks
Turn Slack messages into Salesforce tasks
Chat messages turned into tasks
Ad leads delivered to your messenger
New Salesforce deal — instant Slack alert
New file in a Salesforce folder — a Slack message
Completed Salesforce tasks — posted to Slack
A daily weather forecast in your Slack
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
Cutting a release with a chat command
Unassigned support tickets — as a list in Slack
Email validation for new CRM contacts
Validating new contacts for dead addresses
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Chat messages — into support tickets
Support tickets — as a thread in your team chat
New deals routed automatically — to the team, table, and slides
Instant alerts for urgent events from your apps
Auto-cleanup of old files in cloud storage — with notifications
A TikTok video shortlist curated for your audience
A landing-page lead — into CRM, a task and chat at once
All work accounts for a new hire from one form
A weekly leads-and-deals report — to your messenger
Dead feature flags, found for you
Which channel brings deals — a per-source breakdown in Slack
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Early churn-risk detection from Zendesk tickets
Unpaid-invoice control: task and email — on their own
A task and an alert on every deal move in your CRM
New bugs — straight to the right team
Lead scoring and routing: hot leads straight to sales
Meeting notes turned into tasks and a summary
Onboarding a hire from a form: chats, a task and access
Inbound leads scored, with alerts and draft replies for the hot ones
To-dos in your task list by voice from your messenger
A morning task plan from Salesforce to Slack
Customer-feedback triage with tickets — automatically
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Outage alerts routed to the on-call person who's actually online
Incoming messages routed to the right team
Manage tasks in plain language from chat
Tickets prioritized by importance, tasks created for you
Product-review analysis — sentiment and takeaways
A morning briefing of today's tasks in your chat
Map reviews: a drafted reply to each, and an alert on the bad ones
Cold deals close themselves — and bring back feedback
Three trend-based article drafts, every week
An idea from your notes into a ready plan to approve
Pre-release readiness checks — on autopilot
Five content ideas a week, drawn from fresh news and discussions
Site status alerts with a screenshot — to your messenger
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Repo changes from chat, in plain words
Compare each proposal against your winners and find the gaps
Flight-price monitoring with alerts
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Machine failure to ticket and an available technician in a minute
Scoring and routing leads from form submissions
A support ticket digest — every morning
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Business card into your address book with one photo
Daily scenario backups to a code store
Contract renewal reminders: an email to the client, a task for the rep
Smart lead routing to reps — instant, with no manual assignment
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
Stock sentiment from social media — into tasks and alerts
Capture and route leads from every channel
Post drafts from your meetings — automatically
A daily access check: two-factor and stale keys
A tracker ticket from a chat message
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Automatic follow-ups on stalled deals
Error-log watch with automatic tickets
Twice-daily double backup of your scenarios
Collect client reviews and summarize them to chat automatically
Ticket triage and escalation with response-time control
A daily launch digest — with a task for each notable one
Release notes from closed tasks — into oneC and Slack on their own
Jira epic health tracking with risk alerts
Failed-login detection with tickets and alerts
A client deck built from a call recording — automatically
Re-engage stalled leads with a ready-made email