Salesforce + Slack Integration

Use Autopilot to automate and integrate Salesforce and Slack.

Marketing Automation ideas to integrate Salesforce and Slack

Add Intercom Tag to Assign Salesforce Lead to Send Slack Message

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Add Intercom Tag to Send Slack Message to Update Salesforce Field

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Slack Message

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Salesforce Campaign Trigger to Update Salesforce Field to Send Slack Message

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LiveChat Tag to Send Slack Message

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Slack Message

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New Intercom Lead to Add Salesforce Task

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Email Activity to Send Slack Message

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Add Intercom Tag to Send Slack Message

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Smart Segment Trigger to Create Salesforce Opportunity to Send Slack Message

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Salesforce Field Changed to Check Headsup Status to Send Slack Message

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Salesforce Field Changed to Check Email Status to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message

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Salesforce Campaign Trigger to Check Salesforce Field to Send Slack Message

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Pipedrive Deal Stage Match to Send Slack Message

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Smart Segment Trigger to Send Slack Message to Assign Salesforce Lead to Group

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Person Field Match to Send Slack Message to Set Salesforce Campaign Member Status

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New Intercom Lead to Create Salesforce Opportunity

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Person Field Match to Send Slack Message to Assign Salesforce Lead to Group

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LiveChat Tag to Assign Salesforce Lead to Send Slack Message

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Showing 20 of 386 Marketing Automation ideas using Autopilot's Salesforce and Slack integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Slack

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Slack Message
Send a contextual Slack message to a Slack channel.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Slack.