Salesforce and Slack integration
Work on Salesforce deals moves into the Slack channels the team is sitting in anyway. Since Salesforce acquired Slack the integration covers native Salesforce channels and full access to CRM data. A team can run a deal, share pipeline updates and change records without leaving Slack.
Why companies connect Salesforce to Slack
Even in companies on Salesforce, reps spend around 65% of their time outside the CRM. What is said about a deal stays in conversations the CRM never sees, and writing it up gets postponed.
How we do it
The native Salesforce-Slack integration creates a dedicated channel per deal, notifies on every change and lets people work the CRM from the messenger. The data is current and it is in the context of the conversation.
What you get
A Slack channel created automatically for every deal above a set value
Salesforce data available inside Slack without switching context
Pipeline changes announced as they happen, with room to react immediately
CRM adoption up 35%, because the interface people use is the one they already have open
Sales cycle 15% shorter through faster internal communication about deals
Use cases
An enterprise with 1,000+ reps needing CRM and communication in one place
An account-based selling team with a Slack channel per major account, fed from Salesforce
A VP of Sales who needs alerts on deals that have stalled or are at risk
A global sales team collaborating on deals asynchronously, in the context of the CRM data
Frequently asked questions
How does the native integration differ from third-party ones?
It goes deeper: Salesforce Channels inside Slack, CRM views embedded in the Slack interface, and actions taken directly on records. Third-party tools generally stop at notifications and simple commands.
Does it need Salesforce Enterprise Edition?
The basic integration works with any edition. Salesforce Channels and automatic channel creation need Professional Edition or above; the full feature set arrives with Enterprise.
How is Salesforce data kept safe inside Slack?
The integration respects Salesforce permissions - people see in Slack only what they can see in the CRM. Administrators can additionally control which fields and objects are exposed and who may join which channel.
Tell us what you want built
A few sentences about what it should do and who for is plenty. You get scope, a date and a price back within 24 hours.
Free consultation