Automate Tasks with Salesforce-Slack Integration

Enhance team collaboration by integrating Salesforce and Slack with Bardeen. Automate the creation and updates of leads, opportunities, and contacts directly from Slack, ensuring real-time sales tracking and seamless communication. Experience a customized workflow that aligns with your business processes and drives productivity.

Automate Salesforce with Bardeen

Popular Salesforce + Slack automations

Explore all playbooks

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Create

a Salesforce account from a LinkedIn company profile and send a Slack message

Saves 5 min

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Send

Salesforce contact information in Slack

Saves 4 min

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Send

Salesforce opportunity information in Slack

Saves 4 min

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Send

a Slack message, when a Zoom recording is uploaded to Dropbox

Saves 2 min

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Enrich

contact information in a Google Sheet and create or update Salesforce contacts

Saves 30 min

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Send

a Slack message, when Zoom meeting has been made available [Beta]

Saves 2 min

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Send

a Slack message with row information, when a new row is added in Airtable [Beta]

Saves 2 min

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Send

a Slack message with row information, when a new row is added in Google Sheets [Beta]

Saves 2 min

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Classify

and send important emails in Slack

Saves 5 min

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Qualify

a lead from Salesforce and create a Salesforce contact

Saves 20 min

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Classify

and send desired emails to Slack

Saves 15 min

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Qualify

LinkedIn Companies and Save to Salesforce

Saves 25 min

Why automate Salesforce and Slack workflows?

how does bardeen work?

Your proactive teammate — doing the busywork to save you time

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Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

Available actions & triggers

Create Salesforce lead

Action

Find Slack users

Action

Get Salesforce lead

Action

Get Salesforce account

Action

Get Slack user info

Action

Send file to Slack

Action

Guides and tips for Salesforce + Slack workflows

Sales Process

The ultimate Salesforce CRM automation guide for SDRs and BDRs

Sales Process

How to maximize sales: integrate LinkedIn with Pipedrive

HubSpot

Why HubSpot CRM integrations are essential for sales

Learn more about the apps

Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that revolutionizes the way businesses manage and interact with their customers. With its comprehensive suite of tools and applications, Salesforce empowers organizations of all sizes to streamline their sales, marketing, customer service, and other business processes. The platform provides a centralized hub for businesses to store, analyze, and leverage customer data, enabling them to gain valuable insights and make informed decisions.

Combine Salesforce with:

Slack

Simplify your team's communication. This integration allows you to connect Slack to other apps you use. You can automatically send messages when something happens in another app or use your Slack message to set off automated tasks. You can even use our Play- & Autobooks to spin up homemade, no-code bots.

Combine Slack with:

FAQs

How does Bardeen integrate Salesforce with Slack?

Bardeen integrates Salesforce and Slack via their APIs, enabling automated tasks and messages based on changes in Salesforce. This seamless integration ensures efficient communication and data transfer between these platforms.

What can Bardeen’s automations do with Salesforce and Slack?

Bardeen integrates Salesforce with Slack for optimal business productivity. You can create Salesforce accounts from LinkedIn profiles and send Slack messages, send Salesforce contact info, or share Salesforce opportunity details via Slack to keep your team updated.

Why should I automate my tasks in Salesforce?

Automating your tasks in Salesforce can be a game-changer, allowing you to save precious time and exponentially increase the effectiveness of your sales efforts. For sales teams, it means automating repetitive tasks like data entry, follow-ups, and report generation, thus allowing more time for strategy and closing deals. Founders can have a real-time view of business metrics, while market researchers can automate data collection and analysis for better decision making. By automating tasks in Salesforce, you're not merely streamlining a process, but unlocking new levels of productivity and efficiency.

Why should I automate my tasks in Slack?

Automating your tasks in Slack can revolutionize the way you work by saving precious time and amplifying your impact. Whether you're a developer juggling multiple projects or a founder seeking to streamline operations, automation can simplify everything from code deployment notifications to company-wide announcements. It's a lifesaver for sales and recruitment teams, automating lead notifications and candidate updates, ensuring no opportunity slips through the cracks. By reducing manual work, you can focus more on strategic decision-making and creative problem-solving, enhancing overall productivity and success.

What functionalities does Slack provide within Salesforce?

Slack within Salesforce enables real-time collaboration, file sharing, notification updates, task tracking, and direct communication between teams without leaving the Salesforce platform.

Is Salesforce the parent company of Slack?

Yes, Salesforce acquired Slack in December 2020, making Slack a part of the Salesforce family.

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