Get ready to effortlessly share essential Salesforce opportunity details with your Slack team using this automation. This efficient solution allows you to send crucial information like expected revenue, amount, deal name, company, and more, directly to a Slack user or channel.
Say goodbye to the hassle of manually relaying opportunity data or the risk of miscommunication. This automation takes care of pain points associated with information gaps and ensures that your team stays in the loop with accurate and up-to-date insights. Sales teams can collaborate seamlessly, managers can track progress effectively, and decision-making becomes more informed.
From discussing deal strategies to celebrating successful opportunities, this automation simplifies communication and enhances teamwork.
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 Salesforce opportunity information to a Slack channel or user.
It will find the relevant opportunity and send information like company name, description, opportunity stage, close dates, amount, expected revenue and link to the opportunity in Salesforce.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!