Send a Slack Message for a New Salesforce Account Using Pabbly Connect

Learn how to automate sending Slack messages for new Salesforce accounts using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and Slack Integration

To begin automating the process of sending Slack messages for new Salesforce accounts, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard by searching for ‘Pabbly Connect’ and clicking on the sign-up option if you’re new to Pabbly.

Once you have logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Salesforce to Slack’ and click on the ‘Create’ button. This action will open a new workflow with two sections: the trigger window and the action window.

2. Setting Up the Trigger for New Salesforce Accounts

In the trigger window of Pabbly Connect, select ‘Salesforce’ as your application. Then, choose the trigger event as ‘New Account’. This setup will allow Pabbly Connect to monitor Salesforce for any new accounts created.

• Select ‘Salesforce’ from the Choose App dropdown.
• Choose the trigger event ‘New Account’.
• Click on the Connect button and select Add New Connection.

After clicking on ‘Connect’, you will be prompted to authorize Pabbly Connect to access your Salesforce account. Click on the ‘Connect with Salesforce’ button, and allow the permissions requested. Once connected, you can test the trigger to ensure it captures the details of the newly created account.

3. Creating a New Salesforce Account for Testing

Next, create a new account in Salesforce to test the integration. Navigate to the Accounts section in Salesforce and click on the ‘New’ button. Fill in the required fields, such as Account Name, Email, and Account Type. For example, you can create an account named ‘Dummy Account’ with a test email address.

After entering the details, click on the ‘Save’ button. This action will create the account in Salesforce. Return to Pabbly Connect and click on ‘Save and Send Test Request’ to fetch the details of the newly created account.

4. Setting Up the Action to Send Slack Message

Now, move to the action window in Pabbly Connect. Select ‘Slack’ as the application and choose the action event as ‘Send Channel Message’. Click on the Connect button and select Add New Connection to link your Slack account.

• Choose ‘Slack’ from the Choose App dropdown.
• Select the action event ‘Send Channel Message’.
• Connect your Slack account and allow permissions.

After connecting Slack, select the channel where you want to send the message. For instance, you may choose a channel named ‘New Salesforce Account’. Then, draft your message, incorporating the details of the new account using the mapping feature in Pabbly Connect.

5. Finalizing the Integration and Testing

After setting up the Slack action, finalize your message by mapping the relevant fields such as Account Name, Website, and Phone Number from the Salesforce trigger response. Click on ‘Save and Send Test Request’ to send the message to the designated Slack channel.

Once the test request is successful, check your Slack channel to confirm that the message has been sent. You will see a notification with the details of the new account, such as the Account Name and other mapped information. This confirms that the integration between Salesforce and Slack via Pabbly Connect is working seamlessly.

Conclusion

In this tutorial, we explored how to automate sending Slack messages for new Salesforce accounts using Pabbly Connect. By following the steps outlined, you can streamline your notifications and keep your team informed without manual effort. This integration not only saves time but also enhances communication within your team.