Slack + Salesforce Integration

Use Autopilot to automate and integrate Slack and Salesforce.

Marketing Automation ideas to integrate Slack and Salesforce

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

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Salesforce Campaign Trigger to Send Slack Message

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

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List Trigger to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Add Pipedrive Deal

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Smart Segment Trigger to Create Salesforce Opportunity

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Recurly Subscription to Create Salesforce Opportunity

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List Trigger to Assign Salesforce Lead to Send Slack Message

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Salesforce Campaign Trigger to Unsubscribe from Mailchimp Audience to Send Slack Message

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Pipedrive Deal Status Match to Assign Salesforce Lead to Send Slack Message

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Salesforce Field Changed to Send Slack Message

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Smart Segment Trigger to Send Slack Message

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Smart Segment Trigger to Send Slack Message

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Pipedrive Deal Status Match to Send Slack Message to Create Salesforce Opportunity

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List Trigger to Send Slack Message

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HubSpot CRM Deal Stage Match to Add Salesforce Task to Send Slack Message

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Smart Segment Trigger to Send Slack Message to Create Salesforce Opportunity

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Salesforce Field Changed to Send Slack Message

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HubSpot CRM Deal Stage Match to Send Slack Message to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Send Slack Message

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Showing 20 of 312 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.