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Slack Salesforce
When a message is posted on Slack, create a Contact object record in Salesforce.
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Slack Salesforce

When a message is posted on Slack, create a Contact object record in Salesforce.

Launch this workflow to connect Slack & Salesforce !
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■Overview

The flow "Create a record of the Contact object in Salesforce when a message is posted in Slack" is a business workflow that seamlessly integrates communication and customer management.

‍

■Recommended for

  • Sales representatives who use Slack for daily communication
  • Those who use Salesforce for customer information management and want to reduce the hassle of manual input
  • Managers who want to integrate information sharing and customer management within the team
  • Executives aiming for operational efficiency and actively seeking to integrate tools

‍

■Benefits of using this template

  • Reduced working time: Automatically registers in Salesforce triggered by message posts in Slack, eliminating the need for manual input.
  • Improved data consistency: Automation prevents input errors and data duplication, maintaining accurate customer data.
  • Streamlined business processes: Integration of communication and customer management enhances overall team productivity.
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About the Apps
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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Slack
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Learn more about Yoom
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
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Slack
Slack
×
Salesforce
Salesforce
– See what else you can do.
About the apps you use
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates
Activate the flow bot at the end of each month and notify Slack.
Try it
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
View details Try it
Activate the flow bot at the end of each month and notify Slack.
Add a comment to a Wrike task when a post is made in a Slack channel.
Try it
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
View details Try it
Add a comment to a Wrike task when a post is made in a Slack channel.
Add inquiry content from Slack to Google Sheets
Try it
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
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Add inquiry content from Slack to Google Sheets
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Slack
Slack
×
Salesforce
Salesforce
– See what you can do.
No-Code API Actions
Executable API actions
All
Slack
Salesforce
Flowbot triggers
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a reaction is added to a message (Webhook)
    When a user is mentioned in a channel
    When a message containing specified text is posted to a channel
    When your Slack app is mentioned (Webhook)
    When mentioned in a channel (multiple users)
    When a message containing specified text is posted to a channel (Regular expression)
    When a new channel is created (Webhook)
    When a message is posted in a thread (Webhook)
    When mentioned in a channel (multiple users & user groups)
    When a reaction is removed from a message (Webhook)
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Flowbot operations
    Send message to channel
    Send direct message
    Get member IDs in a channel
    Create channel
    Invite members to channel
    Get user group list
    Post message to thread
    Archive channel
    Get messages in a thread
    List public channels
    Remove a member from a private channel
    Find user by email address
    Get user info
    Get a specific message
    Get message link
    Delete message
    Get users in a user group
    Get reactions for a message
    Create a user group
    List channel messages
    Send a message to a channel with attachments
    List rows in a list
    Create list
    Update list
    Get a specific list row
    Remove list access
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (Excluding Deleted Records)
    Search Account Records (Excluding Deleted Records)
    Search Opportunity Records (Excluding Deleted Records)
    Search Contact Records (Excluding Deleted Records)
    Search Custom Object Records (Excluding Deleted Records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract record with an Opportunity record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Flowbot triggers
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a reaction is added to a message (Webhook)
    When a user is mentioned in a channel
    When a message containing specified text is posted to a channel
    When your Slack app is mentioned (Webhook)
    When mentioned in a channel (multiple users)
    When a message containing specified text is posted to a channel (Regular expression)
    When a new channel is created (Webhook)
    When a message is posted in a thread (Webhook)
    When mentioned in a channel (multiple users & user groups)
    When a reaction is removed from a message (Webhook)
Flowbot operations
    Send message to channel
    Send direct message
    Get member IDs in a channel
    Create channel
    Invite members to channel
    Get user group list
    Post message to thread
    Archive channel
    Get messages in a thread
    List public channels
    Remove a member from a private channel
    Find user by email address
    Get user info
    Get a specific message
    Get message link
    Delete message
    Get users in a user group
    Get reactions for a message
    Create a user group
    List channel messages
    Send a message to a channel with attachments
    List rows in a list
    Create list
    Update list
    Get a specific list row
    Remove list access
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Flowbot operations
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (Excluding Deleted Records)
    Search Account Records (Excluding Deleted Records)
    Search Opportunity Records (Excluding Deleted Records)
    Search Contact Records (Excluding Deleted Records)
    Search Custom Object Records (Excluding Deleted Records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract record with an Opportunity record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Tab 1
Tab 2
Tab 3
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