How to Get Slack Notifications for New Salesforce Opportunities Using Pabbly Connect

Learn how to integrate Salesforce and Slack for notifications using Pabbly Connect. Follow our step-by-step guide to automate your workflow effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To get Slack notifications for new Salesforce opportunities, you must first access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for a free account, which offers 100 tasks free every month.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the option to access Pabbly Connect, as this is the tool that will facilitate the integration between Salesforce and Slack for notifications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow to set up the integration. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Get Slack Notifications for New Salesforce Opportunities’ and select a folder for organization.

• Click on ‘Create’ to open the workflow window.
• Select Salesforce as the trigger application.
• Choose ‘New Opportunity’ as the trigger event.

In this workflow, Salesforce acts as the trigger, meaning that when a new opportunity is created, it will activate the action in Slack. This step is crucial for ensuring that your team receives timely notifications.

3. Connecting Salesforce to Pabbly Connect

Next, you need to connect your Salesforce account to Pabbly Connect. When prompted, click on ‘Add a New Connection’ to establish the link between Salesforce and Pabbly Connect. You will be asked to allow permissions; click ‘Allow’ to proceed.

Once connected, you can test the connection by creating a dummy opportunity in Salesforce. After creating the opportunity, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will capture the details of the newly created opportunity, confirming that the trigger is working properly.

4. Setting Up Slack Notifications with Pabbly Connect

Now that Salesforce is connected, it’s time to set up Slack notifications. In Pabbly Connect, select Slack as the action application. Choose ‘Send Channel Message’ as the action event. This step ensures that a message is sent to your Slack channel whenever a new opportunity is created in Salesforce.

• Click on ‘Connect’ and select ‘Add a New Connection’.
• Choose ‘Bot’ as the token type for Slack.
• Fill out the required details such as channel name and message content.

After mapping the necessary details, including the opportunity name, stage, type, amount, and expected revenue, click on ‘Save and Send Test Request’. This will send a test message to your specified Slack channel, confirming that everything is set up correctly.

5. Finalizing the Integration and Testing

Upon receiving the test message in Slack, your integration is now complete. The workflow between Salesforce and Slack via Pabbly Connect is functioning as intended. You can check the Slack channel to see the message confirming the new opportunity.

In summary, the steps taken include connecting Salesforce as a trigger, creating a new opportunity, and setting up Slack to receive notifications. With Pabbly Connect, you can easily automate this process and ensure your team stays informed about new opportunities. Remember, the trigger checks for new data every 24 hours, but you can adjust this frequency as needed.

Conclusion

Using Pabbly Connect, you can successfully integrate Salesforce and Slack to receive notifications for new opportunities. This automation enhances your workflow and keeps your team informed in real-time.