All Slack integrationsIntegration

Slack and Salesforce

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

Start FreeConnect your AI
Slack steps
85
Salesforce steps
20
template
1

Ideas for Slack and Salesforce

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew Slack messageThenCreate lead
  • WhenChannel createdThenUpdate lead
  • WhenNew command in channelThenCreate account
  • WhenNew mention in channelThenUpdate account
  • WhenReaction added to messageThenCreate contact
  • WhenReaction removed from messageThenUpdate contact

Templates that use Slack and Salesforce

Nudge reps about stalled Salesforce deals

Every Monday, each rep gets one Slack message listing their Salesforce deals with no activity or stage change in two weeks, biggest first.

What each app adds

Slack

Triggers

  • New Slack messageRuns when a new message is posted in a Slack channel.
  • Channel createdRuns when a new Slack channel is created.
  • New command in channelRuns when a message in a Slack channel starts with a command word.
  • New mention in channelRuns when someone is mentioned in a Slack channel.
  • Reaction added to messageRuns when an emoji reaction is added to a Slack message.
  • Reaction removed from messageRuns when an emoji reaction is removed from a Slack message.

Actions

  • Send a message to a channelSend a message to a public or private Slack channel.
  • Send a direct messageSend a direct message to a Slack user.
  • List channelsList the Slack channels you can access, optionally hiding archived ones.
  • Create a channelCreate a new public or private Slack channel.
  • Archive a channelArchive a Slack channel.
  • Schedule a messageSchedule a message to be posted at a future time.
See all 85 on the Slack page

Salesforce

Actions

  • Create leadCreate a Salesforce lead. Only a last name and a company are required; Salesforce fills the rest in as they become known.
  • Get leadRetrieve one Salesforce lead by its record ID.
  • Update leadUpdate a Salesforce lead. Only the fields you fill in are changed; the rest are left as they are.
  • List leadsList Salesforce leads, newest first, optionally narrowed by email, company or status.
  • Create accountCreate a Salesforce account: the company record other records hang off. Only a name is required.
  • Get accountRetrieve one Salesforce account by its record ID.
See all 20 on the Salesforce page

How to connect Slack and Salesforce

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Slack and Salesforce

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Slack and Salesforce

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 79 actions and 6 triggers in Slack, and 20 actions in Salesforce.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Slack and Salesforce.

Ask your AI for the workflow. Lodol runs it and tells you if anything breaks.

Start FreeSee Pricing

Free plan, no credit card