Save Every Lead: Slack to Salesforce Automation
When a colleague shares a potential customer in Slack, Notis instantly creates a lead record in Salesforce. No more jotting notes or remembering to log in later. Every lead gets captured, ready for your sales team.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Opportunities mentioned in Slack channels get buried in history. You manually transcribe details into Salesforce days later, or leads slip through the cracks entirely, costing your pipeline.
- Stop losing prospects shared over Slack
- Reduce time switching between Slack and Salesforce
- Keep your lead pipeline organized and current
- Let your team focus on selling, not data entry
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis (one-time setup in the Notis portal)
- 2Create an automation: ask Notis in Slack "Create a lead automation" or build it in Automations > New Automation
- 3Set the prompt: "When a message mentions a potential customer in Slack, create a Salesforce lead with their name, company, and any contact info mentioned."
- 4Choose your trigger: Channel Message (for shared messages in channels) or Direct Message (for Slack DMs to Notis)
- 5Pick a Slack channel for run reports, test by sharing a sample prospect message, and turn it on
Questions about this workflow
Do I need to format messages a certain way for this to work?
No. Notis understands natural language. Just mention the person's name, company, and any context in Slack, and the automation pulls that into lead fields automatically.
What happens if the message doesn't have all lead details?
Notis fills in what it can (name, company) and leaves other fields blank for your team to complete. You can always update the lead later in Salesforce.
Can I use this for multiple channels?
Yes. Set up one automation to watch all channels, or create separate automations per channel for more control.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Salesforce. A trigger fires from one place; an action lands in another.
Slack triggers
Salesforce actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Slack and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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