Integrate Salesforce with Slack Using Pabbly Connect: A Step-by-Step Guide

Learn how to send Slack messages for closed won opportunities in Salesforce using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce and Slack Integration

To begin sending Slack messages for closed won opportunities in Salesforce, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. Once logged in, you will see a dashboard where you can create a new workflow.

Click on the big blue button labeled ‘Create Workflow’. You will be prompted to name your workflow; enter a suitable name like ‘Send Slack Messages for Closed Won Opportunity in Salesforce’. After naming it, click on ‘Create’ to proceed.

2. Connecting Salesforce to Pabbly Connect

In this step, you will connect your Salesforce account to Pabbly Connect. Click on the trigger application, which is Salesforce, and select the event ‘Opportunity Updated’. This event will trigger the workflow whenever an opportunity is updated in Salesforce.

Next, you need to connect your Salesforce account by clicking on ‘Connect with Salesforce’. Allow Pabbly Connect to access your Salesforce account. Once the connection is established, click on ‘Save and send test request’ to test the connection. Ensure you have an opportunity in Salesforce that you can update to closed won.

3. Updating Opportunity Stage in Salesforce

Now that Salesforce is connected to Pabbly Connect, you need to update the opportunity stage to closed won. Go back to your Salesforce account and find the opportunity you want to update. Edit the opportunity and change its stage to ‘Closed Won’.

After updating the opportunity, return to Pabbly Connect and click on ‘Save and send test request’. This action will retrieve the updated opportunity details. You should see a response confirming that the opportunity stage has been changed to closed won.

4. Setting Up a Filter in Pabbly Connect

To ensure that only closed won opportunities trigger Slack messages, you need to set up a filter in Pabbly Connect. Click on the plus icon to add a new step and select the filter option. This filter will check if the opportunity stage is equal to ‘Closed Won’.

• Select the response from your Salesforce account.
• Set the condition to check if the stage name is equal to ‘Closed Won’.

Click on ‘Save and send test request’ to test the filter. If the condition is true, the workflow will proceed to send a message to Slack.

5. Sending a Slack Message for Closed Won Opportunity

The final step is to send a Slack message based on the opportunity update. In Pabbly Connect, click on the plus icon to add Slack as your action application. Choose the event ‘Send Channel Message’.

Connect your Slack account by clicking ‘Connect with Slack’. You will need to enter the token type as ‘Bot’ to send messages to a channel. After connecting, select the Slack channel where you want to send the message. Customize the message to include details about the opportunity that was updated.

• Map the opportunity name and stage in the message.
• Click on ‘Save and send test request’ to send the message.

Check your Slack channel to confirm that the message has been sent successfully. This automation will ensure that every time an opportunity is updated to closed won, a notification is sent to your Slack channel.

Conclusion

In this tutorial, you learned how to send Slack messages for closed won opportunities in Salesforce using Pabbly Connect. By following the steps outlined, you can automate notifications and streamline your workflow efficiently. This integration enhances communication and keeps your team updated in real-time.