How to integrate Salesforce with Slack to send a notification in Slack when an opportunity stage in Salesforce is marked as Closed Won

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How to Notify Slack When a Deal Phase is Completed in Salesforce

You can receive deal data generated in Salesforce via the Salesforce API and notify Slack through the API provided by Slack.
With Yoom, you can automate this process without programming knowledge.

The steps for this integration flow are broadly as follows:

• Integrate Salesforce and Slack with My Apps
• Copy the template
• Set triggers and actions
• Finally, verify if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in.

2) An access token is required to register My Apps in Salesforce.
First, you need to log in to Salesforce and obtain an API key.
How to Register My Apps in Salesforce | Yoom Help Center
※ If you are already integrated with other services, the API integration with Yoom may not work properly. Please be careful.
After logging in, click the settings button at the top right.

Enter "Session Settings" in the search form at the top left and click "Session Settings" from the displayed menu.

Uncheck "Lock sessions to the IP address from which they originated" in "Session Settings".

Step 1: Integrate Salesforce and Slack with My Apps

1) Once logged into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for the two apps you will use this time, "Salesforce" and "Slack", one by one from the search box at the top.

Once you select Salesforce, log in with the account name you will use.
※ If you are already integrated with other services, the API integration with Yoom may not work properly. Please be careful.

 Click "Allow" on the access confirmation screen.

Similarly, after selecting Slack, choose the posting destination and click "Allow".

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed correctly.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, please click "OK".

When this screen appears, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, click them in order to set up the operations.
The copied template is saved in "My Projects" and can be opened from there.

Step 3: Set the Trigger

Click on "App Trigger: When a record is added or updated in the Deal object".

Step 4: Set the Salesforce Action

1) Select the action "When a record is added or updated in the Deal object" and click "Next".
※ Salesforce is an app available only on the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations and data connect set in the Flowbot will result in errors, so please be careful.
※ Paid plans like Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial.

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2) Select the trigger interval.
The trigger interval varies depending on the subscription plan.
Refer to this for details on each plan.
Email folder ID can be selected from the options.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
Once completed, click "Test" and after a successful test, click "Save".

Step 5: Set the Branch

1) Return to the flow and click on the "Branch Command Operation" icon.

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2) For the branch target output operation, select "When a record is added or updated in the Deal object", choose "Phase" as the output, and ensure the branch condition is "Phase equals Completed". Then click "Save".
※ Branching is a feature (operation) available on Mini Plan and above.
For Free Plan, the operations set in the Flowbot will result in errors, so please be careful.
※ Paid plans like Mini Plan offer a 2-week free trial.
During the free trial, you can use restricted apps and features (operations).

Step 6: Set the Slack Action

1) Return to the flow and click on the "Integrate with App: Notify Slack" icon.

2) Select the action "Notify Slack" and click "Next".

3) Enter the required information.

You can use the output information from Salesforce to input.
Select from the options as needed, and once completed, click "Save".

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This completes the flow of 【Notify Slack when the Deal Phase in Salesforce is Completed】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, click "Turn ON Trigger".
Start the Flowbot and verify that it is working correctly.

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Here is the template used this time

Other Automation Examples Using Salesforce and Slack

There are many other examples of automation using Salesforce and Slack in Yoom, so let me introduce a few.

1. Register Activity History in Salesforce When a Message is Posted in Slack
This template automatically registers the content as activity history in Salesforce when a message is posted in a Slack channel.
For example, by simply sharing customer support status in Slack, the history is recorded in Salesforce, enabling centralized information management.
This can enhance work efficiency while optimizing communication within the sales department and customer management.

2. When a new lead is registered in Salesforce, register it in kintone and notify Slack
This template automatically registers lead information in kintone and notifies Slack when a new lead is registered in Salesforce.
For example, information such as the name, contact details, and company name of the new lead is immediately registered in kintone, and an overview is notified to Slack.
This allows the entire sales team to instantly share information and enables prompt follow-up.

3. When a response is submitted through the form, add a record to Salesforce and notify Slack
This template automatically adds a record to Salesforce and notifies Slack when a response is submitted through the form.
For example, when a customer survey or inquiry form response is submitted, it is registered as a lead or case in Salesforce, and its summary is shared on Slack.
This helps prevent missed follow-ups and ensures prompt follow-up actions.

Benefits and Examples of Integrating Salesforce and Slack

Benefit 1: Speedy Information Transmission

When a deal is finalized, a notification is automatically sent to Slack, allowing not only the sales team but also related departments such as manufacturing, support, and finance to quickly obtain the latest information.
This enables each department to smoothly transition to the next steps, such as arranging product shipments or preparing support.
For example, after a salesperson closes a large contract, the manufacturing department can quickly start adjusting the production schedule, preventing delays in operations.

Benefit 2: Improved Operational Efficiency

By implementing a system that automatically notifies Microsoft Teams when the deal phase in Salesforce is marked as "Closed," post-contract operations can be streamlined.
For instance, it becomes possible to quickly create and send payment requests based on the contract after receiving the notification.
Additionally, since the entire team can quickly grasp the progress, necessary actions can be swiftly shared, preventing rework and task omissions.
Moreover, by reducing the time spent on manual verification and communication tasks, employees can focus on more value-added tasks, potentially improving overall organizational productivity.

Benefit 3: Enhanced Information Accuracy

By automatically notifying Slack when the deal phase in Salesforce is marked as "Closed," information accuracy can be improved.
Since the progress of the deal is automatically notified, the hassle of manually entering data is eliminated, preventing input errors and information omissions.
Furthermore, since the notification content is based on the latest data from Salesforce, accurate information is always provided to stakeholders.
This allows everyone to understand the accurate situation, reducing decisions and actions based on incorrect information, and eliminating discrepancies in understanding within the team, thereby enhancing the reliability of operations.

Conclusion

This time, we introduced the flow of notifying Slack when the deal phase in Salesforce is marked as closed.
By integrating Salesforce and Slack, information sharing at the time of deal closure is automated, and operational efficiency can be expected.
In particular, the system of sending notifications to Slack every time a deal is closed allows for the speedy sharing of necessary actions and is expected to prevent discrepancies in understanding among those responsible.
Additionally, by improving information accuracy, manual input errors and omissions are reduced, and everyone can make decisions based on the latest data.
Furthermore, by using Yoom, these automation flows can be easily realized without programming knowledge.
Responses after deal closure become quicker, and project progress efficiency can also be expected.
Refer to this procedure and incorporate it into your company's operations to aim for further efficiency.