Integrate Salesforce with Slack to Manage Leads and Opportunities

Monitor your Salesforce activity, send Slack messages and convert them into tasks for your team. Proactively manage your Salesforce leads, opportunities, tasks and more.

Integrate Salesforce with Slack to Manage Leads and Opportunities
use cases

Get Started with Pre-built Salesforce <> Slack Workflows

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
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Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get direct messages or channel messages on Slack for updates to Salesforce objects/fields.

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Be notified on Slack when deals get stuck in Salesforce.

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Get alerted on Slack about new customers in Salesforce.

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Receive Slack notifications for any new approvals in Salesforce.

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Slack notifications will inform you about upcoming renewals in Salesforce.

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Get direct messages or channel messages on Slack for new Salesforce activities.

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Salesforce to Slack Automation

Setup Salesforce <> Slack workflows via Automation and Alert Templates

Monitor Salesforce leads, opportunities, tasks etc activity on Slack ensure required actions are taken

30+ templates for popular Salesforce <> Slack use cases

No code templates to create Slack alert based on Salesforce activity

Get started without engineering dependency

SQL Query for complex use cases

Customize any business logic however you wish

30+ templates for popular Salesforce <> Slack use cases

Convert Slack alerts to tasks and collaborate on it through Locale

Auto-escalate and resolve issues proactively from any tool

Solve high-priority issues quickly and easily

Add custom status of tasks on Locale

Mark tasks as 'pending', 'reviewed', 'in progress' etc

Convert Slack alerts to tasks and collaborate on it through Locale

Supercharge your workflows with custom actions and multiplayer assignment

Create action buttons for human input and approval

Use custom buttons like “approve”, “resolve”, "review" etc

Playbooks and multiplayer task assignment

Track actions by different team members

Supercharge your workflows with custom actions and multiplayer assignment
why locale

Basic automations not good enough? Check out our advanced features

Help your team manage high-priority items with our advanced features.

Convert Notifications to Tasks

Ensure that necessary action is taken

Optional SQL Editor

For cases that involve complex business logic

Action Buttons

Help your team take manual actions

Multi-Step Playbooks

Custom status to track progress on each action

3 Levels of Escalation

Ensure tasks are prioritized and done on time

Insights on Team Performance

Measure how your team is performing

Setup your sales workflows with Slack <> Salesforce integration on Locale