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How to connect Salesforce CRM + Slack

Onlizer provides you with all required tools to setup connection and send info between Salesforce CRM and Slack automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Salesforce CRM and Slack accounts

2

Integrate

Customize your Salesforce CRM to Slack integration

3

Launch

Run automation Salesforce CRM + Slack online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Notify for Salesforce CRM

Track important events in Salesforce CRM and send them to Slack

Setup send and receive notifications for events in Salesforce CRM to Slack in a few minutes.
Integrate Slack to receive messages, send notifications and reminders, share reports and files, and enable automatic content posting into groups and chats.

  • Send notification to Slack when Account updated in Salesforce CRM
  • Send notification to Slack when Object created in Salesforce CRM
  • Send notification to Slack when Object updated in Salesforce CRM
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Chats for Salesforce CRM

Talk to your customers from Salesforce CRM and close deals faster via Slack

Onlizer Chats connects your Salesforce CRM to Slack and other messengers to send and receive messages, sync chats, add contacts and deals on the fly, schedule tasks and track activities.

Onlizer Chats messages sync

Close your deals in messengers

Connect your CRM to WhatsApp, Telegram, Microsoft Teams, Slack, Discord, Viber and other messengers to sync messages, add contacts and deals on the fly, schedule tasks, manage tickets and track activities.

Connect WhatsApp, Telegram, Viber, Teams to:

Onlizer Chats available now in beta mode. Request access to empower your communication

Onlizer Studio

Create customized individual integration of Salesforce CRM to Slack with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Salesforce CRM and Slack with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Improved customer success and incidents resolution management for Zendesk, Slack, WhatsApp and ConnectWise Manage

Our customer: Leading USA IT Services outsourcing company
Goal: Boost customer success and support team efficiency, reduce delays for issues resolving and decision-making for omnichannel communications
Solution: Automated cases data and messages sync for Zendesk, Slack, WhatsApp and ConnectWise Manage

  • x4

    Reduced resolution time due to information aggregation

  • 30%

    Increased average customer feedback score

  • 60%

    Reduced cost of ownership for software

  • 19%

    Increased average revenue per contract

Read more about integration case

Salesforce CRM + Slack integration ideas

Support or submit Salesforce CRM and Slack integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Explore Salesforce CRM and Slack integration features

You can easy create integration for Salesforce CRM and Slack using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Message received in Slack

Trigger activate when new message in Slack received

Try trigger Trigger
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action
Send message to user in Slack

Posts new message to direct 1:1 chat with user from your team

Try action Action
Get channels in Slack

Returns list of channels

Try action Action
Upload and share file in Slack

Allows to upload and share file

Try action Action
Send message to channel in Slack

Send message to channel and acquire Message ID as result

Try action Action
Get users in Slack

Returns users list from your Slack team

Try action Action

FAQ

Connect Salesforce CRM and Slack in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Salesforce CRM and Slack to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Salesforce CRM and Slack accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Salesforce CRM to Slack online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Salesforce CRM and Slack seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Slack when event occured in Salesforce CRM or when data changed in Slack to perform action in Salesforce CRM. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Salesforce CRM and Slack to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Salesforce CRM and Slack with 300+ services like: