Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Say hello to seamless contact sharing between Salesforce and Slack with this automation. This automation effortlessly sends important details, such as name, email, department, phone number, title, salutation, and even the Salesforce contact link, directly to any Slack user or channel.
No more wasting time copying and pasting information or risking errors in communication. This automation addresses the pain points of manual data transfer, ensuring accurate and up-to-date contact details are easily accessible in Slack. Sales teams can collaborate effectively, project managers can streamline workflows, and customer support can provide prompt assistance, all with the convenience of sharing Salesforce contact information seamlessly.
Boost productivity, eliminate miscommunication, and enhance cross-team collaboration with this automation.
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesforce and Slack. This will allow you to send information from Salesforce to Slack channels and users.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
Click on “Save Input” and checkmark Slack. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to send a Salesforce contact’s information to a Slack channel or user.
It will find the relevant Salesforce contact and send the contact's information like name, email, department, phone number, title, salutation and Salesforce contact link to a Slack user or channel.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce integrations and Slack integrations.
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow..
.jpeg)
.jpeg){kind=avatar}
%20(1).jpeg){kind=avatar}
.jpeg){kind=avatar}