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ClickRuntime

Connect Salesforce to Slack

Salesforce knows which deals are slipping and which accounts have gone quiet, but nobody sees it unless they run the report. Connecting it to Slack puts stale deals, renewal risks, new leads and missing data in front of the reps who own them, in the channels where they already work.
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Ideas

What you can do with Salesforce and Slack

Deal alerts, renewal warnings, lead notifications and weekly audits, posted from Salesforce to Slack. These are ready-made starting points. Anything else you can describe works too.
On a schedule

Get a morning list of deals that have gone quiet

Each weekday, every rep sees which of their Salesforce deals haven't moved in two weeks, with a suggested next step for each.

See how it works
WeeklyAI

Spot risky renewals 90 days out

Every Monday, customer success sees which accounts renewing in the next 90 days show warning signs, and why.

See how it works
DailyAI

Hear when a big deal starts looking risky

Each day your large Salesforce deals get a risk score, and the owner gets a Slack message when one jumps, with the reason.

See how it works
The moment it happens

Turn form leads into Salesforce leads and alert sales

Every form submission becomes a scored Salesforce lead, and the hot ones are posted to #sales straight away.

See how it works
Weekly

Get a Friday list of deals that break your sales rules

Every Friday, each rep sees which of their open deals have missing fields, an out-of-date close date or a discount over your limit.

See how it works
Weekly

Get reminded when a key account goes quiet

Each week, owners of your top-tier Salesforce accounts are reminded in Slack about any account nobody has contacted in 30 days.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Salesforce and Slack, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Salesforce and Slack automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Salesforce and Slack in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Post to #sales only when an opportunity over 50,000 changes stage, and include the previous stage and days spent in it.

Each morning, use AI to group yesterday's new Salesforce cases into themes and post the summary with counts to #support-leads.

Use cases

Why people connect Salesforce and Slack

How the two apps work together

  • ClickRuntime checks Salesforce every few minutes with a query for new or changed records such as leads, opportunities or cases.
  • Matches are posted to a Slack channel or sent as DMs, with a link back to the record.
  • With a Salesforce Flow or outbound message pointed at a trigger link, events can arrive instantly instead.

  • Big deal alerts for the team

    Sales leaders want the channel to see when a large opportunity closes. A Slack post with account, amount and owner goes out on Closed Won.

  • Lead routing notices

    SDR managers assign new leads in Salesforce. The assigned rep gets a Slack DM with lead details and a link.

  • Case escalations to support

    Support leads want high-priority Salesforce cases posted to a Slack channel. The team can respond without watching queues.

  • Daily pipeline digest

    Managers get a morning Slack message with opportunities closing this week, by rep and stage.

More apps

Salesforce, Slack and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Closed won log and Slack post

When an opportunity closes won, add it to our Bookings Google Sheet and post the account and amount in #wins on Slack.

Stale opportunity reminders

Every Monday, find Salesforce opportunities with no activity in 14 days, DM each owner on Slack, and email me the full list through Gmail.

Escalated cases to Jira and Slack

When a Salesforce case is marked Escalated to Engineering, create a Jira bug with the details and post the link in #support-eng on Slack.

Setup

Connect Salesforce and Slack once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Salesforce

CRM

  1. In Salesforce, go to Setup, then External Client App Manager (or App Manager), and create a new External Client App.
  2. Enable OAuth, set the callback URL to https://clickruntime.com/oauth/callback, and add the scopes api and refresh_token offline_access.
  3. Under OAuth policies, set the refresh token policy to valid until revoked and choose who may use the app. Make sure the user has the API Enabled permission.
  4. In the ClickRuntime dashboard, open Connections, choose Salesforce and enter your app's Consumer Key and Consumer Secret.

Slack

Team chat

  1. At api.slack.com/apps, create a new app from scratch in your workspace.
  2. Under OAuth & Permissions, add the bot scopes the automation needs, such as chat:write, channels:read and channels:history.
  3. In the ClickRuntime dashboard, open Connections, choose Slack and enter your app's details, then install it to your workspace.
  4. In each channel the automation should use, type /invite @your-app-name.

FAQ

Questions about connecting Salesforce and Slack

Which Salesforce editions work?
Any edition with API access: Enterprise, Unlimited, Developer, or Professional with the API add-on. You connect through your own Salesforce connected app, so you decide what it can read and change.
Can alerts go to each rep rather than one channel?
Yes. Posts can be grouped by opportunity owner in a shared channel, or sent as a direct message by matching the owner's Salesforce email to their Slack account.
Do the Slack messages link back to Salesforce?
Yes. Each deal, account or lead in a message is a link to the record, so reps can open it and update it straight away.
Will it work with our custom fields?
Yes. Fields such as a renewal date, a tier or a discount percentage are read by their API names, for example Renewal_Date__c, so tell your AI assistant which fields your org uses.
Can it use SOQL filters?
Yes. The script can query Salesforce with conditions you describe, such as record type, owner or amount.
Can it update Salesforce from Slack?
It can, for example through a slash command that sends to a trigger link, if you set that up.
How fast do alerts arrive?
Scheduled checks run as often as every 5 minutes. Events sent from Salesforce to a trigger link arrive instantly.

Related pages

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