Salesforce Lead Notifications in Slack

Receive a real-time Slack Lead notification any time a new lead is created or changes in Salesforce. You can add specific filters to your lead notifications based on any custom or standard field parameters in Salesforce so that your team receives this workflow only when those conditions are met. Once you’ve established your conditions, Troops’ Salesforce Slack Lead notifications can be routed to Slack channels, referenced Salesforce users, or individual Slack team members. If you’re working with specific lead routing queues, Troops’ filter logic respects these existing workflows and makes sure the right person is getting alerted to their leads when those workflows are executed. You can even attach lead actions to this lead workflow so that your team can perform the best next action directly from the notification whether that is changing the status, converting the lead, or sending an email. Results we’ve seen with Troops Salesforce Slack lead notifications include decreased lead response time and better lead work rates.

  • Custom Trigger Filters
  • Custom Salesforce Actions
  • Real-time
  • Cross-Object Attributes
  • Routing to Salesforce Reference Users, Slack Channels, and Direct Messages
ServicesSalesforce, SlackObjectLeadRolesSales, Marketing, SDR, Sales Ops
Suggested ActionsConvert Lead, Create Contact, Update Status, Email