Slack + Salesforce Integration
Use Autopilot to automate and integrate Slack and Salesforce.
Marketing Automation ideas to integrate Slack and Salesforce
Segment Event to Create Salesforce Opportunity to Send Slack Message
Drift Goal Reached to Send Slack Message
Time Trigger to Send Slack Message to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Slack Message
Time Trigger to Send Slack Message to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Send Slack Message
Salesforce Field Changed to Send Slack Message to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Slack Message
Add Intercom Tag to Send Slack Message to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Send Slack Message
Segment Event to Add Salesforce Task
HubSpot CRM Deal Stage Match to Add Salesforce Task
HubSpot CRM Deal Stage Match to Send Slack Message to Set Salesforce Campaign Member Status
Drift Goal Reached to Send Slack Message
HubSpot CRM Deal Stage Match to Send Slack Message to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send Slack Message
Segment Event to Send Slack Message
Time Trigger to Create Salesforce Opportunity
Time Trigger to Send Slack Message to Add Salesforce Task
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send Slack Message
Showing 20 of 310 Marketing Automation ideas using Autopilot's Slack and Salesforce integration.
About Slack
Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Slack 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
Send Slack Message
Send a contextual Slack message to a Slack channel.
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.
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 Slack and Salesforce.
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