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Connect Salesforce and Slack

Salesforce → Slack: New Lead.

Workflow templates

Salesforce · Slack

Notify Slack about new Salesforce leads

Send a Slack notification when a new lead is created in Salesforce. Connect Salesforce and Slack, then choose the destination channel. The polling trigger watches Lead records accessible to the connected Salesforce user. Each plain-text message includes the lead name, company, status, record ID and creation time. Wait for Connected and the initial polling baseline before creating a test lead. Existing leads are not backfilled; edits, conversions and deleted leads do not create another new-lead notification. Polling introduces a delay before delivery. The example contains fictional German business data. Email addresses, phone numbers, notes and custom fields are not included in the Slack message. Lead details become visible to members of the selected channel. Link and media previews are disabled. Manual reruns can create duplicate messages; this workflow sends alerts rather than synchronizing CRM records.

  1. 1. Salesforce · New Lead
  2. 2. Slack · Notify the new lead channel
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Apps and documentation

Salesforce + Slack FAQ

Which Salesforce events are covered by the Slack workflows?

New Lead.

Is a Slack → Salesforce template available here?

No Slack → Salesforce template is currently published on this page. The listed workflows start in Salesforce.

Do these Salesforce and Slack workflows include other apps?

No. The listed workflows use only Salesforce and Slack.