How to Send Slack Messages When a New Salesforce Contact is Created Using Pabbly Connect

Learn how to automate sending Slack messages for new Salesforce contacts using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce and Slack Integration

To automate sending Slack messages when a new Salesforce contact is created, you need to start by accessing Pabbly Connect. This platform will enable you to connect Salesforce and Slack seamlessly.

Log in to your Pabbly account and navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your automation workflow.

2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see a blue button labeled ‘Create Workflow’ on the right side. Click this button to initiate your integration process. using Pabbly Connect

In the pop-up that appears, name your workflow as ‘Send Slack Messages When New Contact is Added to Salesforce’ and click on the ‘Create’ button. This will create a blank workflow with trigger and action windows.

• Select Salesforce as the trigger application.
• Choose the trigger event as ‘New Contact.’
• Connect your Salesforce account to Pabbly Connect.

After connecting, you will need to create a new contact in Salesforce to test the integration. This step is crucial as it allows Pabbly Connect to fetch the contact details.

3. Connecting Salesforce to Pabbly Connect

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button and select ‘Add New Connection.’ You will be prompted to log in to your Salesforce account and authorize the connection.

Once the connection is established, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will require you to go back to Salesforce, create a new contact, and fill in the necessary details such as name, email, and phone number.

• Fill in the contact’s name, title, and other relevant details.
• Click on ‘Save’ to create the contact.
• Return to Pabbly Connect to see the test response.

This response confirms that Pabbly Connect has successfully received the new contact’s details from Salesforce.

4. Setting Up Slack Action in Pabbly Connect

Next, you will set up the action to send a message to Slack. In the action window, choose Slack as your application and select the event as ‘Send Channel Message.’ This is where Pabbly Connect will send notifications about new Salesforce contacts. using Pabbly Connect

Click on ‘Connect’ and choose to add a new connection to Slack. Here, you will decide whether to connect as a user or a bot based on your needs. If you want to send messages without images, select user.

Authorize the connection to Slack. Select the desired Slack channel for notifications. Draft your message including the new contact details.

Once everything is set, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

5. Testing the Integration and Viewing Results

After setting up the Slack action, it’s time to test the entire workflow. Click the ‘Save and Send Test Request’ button in Pabbly Connect to send a test message to your selected Slack channel.

Once the test message is sent, check your Slack channel to confirm that the notification appears as intended. The message should include the details of the newly created Salesforce contact, confirming that the integration is functioning correctly.

Ensure that the message format is correct and includes all necessary contact details. If successful, you will see the message in your Slack channel. This indicates that your Pabbly Connect automation is set up correctly.

Now you have successfully automated the process of sending Slack messages whenever a new contact is added in Salesforce using Pabbly Connect.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to send Slack messages when a new Salesforce contact is created. By following these steps, you can streamline communication within your team and improve workflow efficiency.