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Salesforce + Slack: CRM updates in channels.

Post Salesforce events (new opportunities, won deals, case escalations) to Slack channels with custom formatting. Capture Slack messages as SFDC activity.

Trigger app
Slack as the trigger

Workflows fire when something happens in Slack.

See all 13 triggers →
Action app
Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

SlackSalesforce

When something happens in Slack, do it in Salesforce.

13 Slack triggers wired to 13 Salesforce actions. Most-used pairing: App Home OpenedConvert Lead.

SalesforceSlack

Or fire it the other way around.

0 Salesforce triggers wired to 45 Slack actions downstream.

  • Use any trigger in the catalog as the upstream.
See SalesforceSlack
Popular pairings

Common Slack → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 9 of 169 combinations
When app home opened in Slack, convert lead in Salesforce.

Fires when a user opens your Slack app's Home tab or DM. Useful for refreshing the Home view, lazy-loading user-specific data, or tracking app engagement.

When app home opened in Slack, create account in Salesforce.

Fires when a user opens your Slack app's Home tab or DM. Useful for refreshing the Home view, lazy-loading user-specific data, or tracking app engagement.

When app home opened in Slack, create contact in Salesforce.

Fires when a user opens your Slack app's Home tab or DM. Useful for refreshing the Home view, lazy-loading user-specific data, or tracking app engagement.

When app home opened in Slack, create note in Salesforce.

Fires when a user opens your Slack app's Home tab or DM. Useful for refreshing the Home view, lazy-loading user-specific data, or tracking app engagement.

When app mentioned in Slack, convert lead in Salesforce.

Fires when your Slack app is mentioned in a message. The standard hook for chatbots that answer when summoned with @your-app.

When app mentioned in Slack, create account in Salesforce.

Fires when your Slack app is mentioned in a message. The standard hook for chatbots that answer when summoned with @your-app.

When app mentioned in Slack, create contact in Salesforce.

Fires when your Slack app is mentioned in a message. The standard hook for chatbots that answer when summoned with @your-app.

When app mentioned in Slack, create note in Salesforce.

Fires when your Slack app is mentioned in a message. The standard hook for chatbots that answer when summoned with @your-app.

When new channel in Slack, convert lead in Salesforce.

Fires when a new Slack channel is created in the workspace. Useful for auto-adding the bot, welcome messages, or governance audit logs.

How it works

Connect Slack and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

  1. 1
    Connect
    Authorize Slack and Salesforce

    Open Tiny Command, authorize Slack and Salesforce once each. Both connections are available to every workflow on your account.

  2. 2
    Trigger
    Pick a Slack trigger

    Drop the Slack → App Home Opened trigger onto the canvas. Tiny Command auto-registers the webhook.

    POST /v1/webhooks/slack.trigger-app-home-opened
  3. 3
    Transform
    Add a filter or AI step

    Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

  4. 4
    Action
    Add the Salesforce action

    Drop the Salesforce → Convert Lead action below it. Map fields from the Slack payload into the Salesforce inputs.

    salesforce.convert-lead
  5. 5
    Publish
    Publish and forget

    Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Slack + Salesforce.

How do I post a Slack message when a Salesforce Opportunity is won?
Salesforce Opportunity Updated where StageName = "Closed Won" → Slack Send Message to #wins with deal name, amount, rep, customer + celebratory emoji. Team motivation in real-time.
Can I DM the deal owner on Salesforce updates?
Yes. Lookup sf_user_email → slack_user_id. After Salesforce Opportunity Updated, Slack Send DM with stage change details. Faster than waiting for SFDC email.
How do I capture Slack threads as Salesforce activity?
Slack Reaction Added (:note:) on a message in #account-discussion → Salesforce Find Contact → Salesforce Create Task with subject = "Slack thread:" + body = thread summary.
Can I post Salesforce Case escalations to Slack?
Yes. Salesforce Case Created with priority = "High" → Slack Send Message in #support-alerts with @-mention of on-call. Faster response than SFDC notification.
How do I avoid Slack noise from busy Salesforce?
Filter triggers tightly: only specific stages, only High priority cases, only deals > $X. Aggregate via hourly digests for low-priority signal.
Can Slack slash commands create Salesforce records?
Yes. Slack /sf-note command → Salesforce Find Contact → Salesforce Create Task with note body. Logs activity from chat to CRM without opening Salesforce.
Related

Other apps that pair well with Slack.


Wire Slack to Salesforce in 2 minutes.

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