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Salesforce and Slack integration + automation

Salesforce and Slack integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Slack connectors, which can connect to any service without the need for separate integration tools.

Integrate

Tightly integrate Salesforce and Slack

Bring your Salesforce and Slack instances even closer together with fast and easy Salesforce + Slack integrations on the low-code Tray Platform. Using our 100% visual, easy-to-use interface, anyone can stand up their own custom integrations between Salesforce, Slack, and any other data source, without needing IT support.

Drag-and-drop together powerful integrations between Salesforce, Slack, and the rest of your tech stack. We can connect to your favorite cloud-based tools (even using data within custom fields), flat files (such as CSVs), FTP, webhooks, email, and databases. Don’t be restricted by inflexible native integrations. Use the Tray Platform to sync Salesforce and Slack data bi-directionally.

But why stop there? With the Tray Platform, you can stand up flexible, multi-step Salesforce + Slack automation to free your revenue teams from manual work, empowering them to focus on projects that drive revenue for the business. Now, you can create limitless, hyper-efficient processes that are tailor-made to your business needs.

Low-code

Low-code Salesforce + Slack automation

You don’t need to be a seasoned developer to build custom Salesforce + Slack automation. Our library of pre-built connectors, logic-based operators, and data helpers ensure you can build processes that address your unique challenges. Not only can we connect Salesforce + Slack, but we can integrate all of your essential cloud-based tools, including your marketing automation platform, customer support system, customer data platform, web chat tools, and sales engagement tools.

Whether you work in sales, marketing, customer support, revenue operations, or any other role across the organization, you can create automated workflows that flow data across Salesforce, Slack, and the rest of your tech stack.

Your team can build processes that send alerts whenever a customer engages with an email, reports a support issue, or nears their churn date. Your team can also share sales win and loss notes in a public channel to boost sales marketing-alignment. With the Tray Platform, your team can trigger any number of automated processes that boost efficiency and drive revenue.

Revenue

Supercharge your revenue stack

Business users love using the Tray Platform to stand up custom Salesforce + Slack integrations in minutes. And technical experts also rely on our platform to handle heavy-duty data projects that touch billions of events every day. Our elastic, serverless architecture ensures that your workflows always scale dynamically with your data usage.

Today, Salesforce + Slack power users are building high-impact workflows that keep their teams closely aligned and ensure a seamless sales motion. Need to remind your sales team when they don’t update an opportunity after a call? Need to share weekly attainment reports with your sales development reps to help them reach their quota? Need to connect Salesforce, Slack, and any other tool, including Salesforce Chatter, Microsoft Teams, Jira, Zendesk, and Outlook? There’s no limit to what you can build on the Tray Platform.

We’ve built the Tray Platform with security as our top priority. We’re SOC 2 Type-2 certified and compliant with enterprise-grade data privacy regulations such as GDPR and CCPA.

Popular Salesforce and Slack integrations

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Salesforce and Slack Connector Details

Salesforce

Learn more

UsesSales, Marketing

CategoryCustomer Relationship Management (CRM), AI/ML

Triggers

On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update

Connector TypeTray Connector

Operations

Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...

View documentation

Slack

Learn more

UsesAll

CategoryCollaboration

Triggers

On Slack eventOn action (button or menu click)On slash command

Connector TypeTray Connector

Operations

Leave conversationAdd reminderArchive conversationConversation exists?Create conversationCreate pinDelete scheduled messageGenerate channel nameGet conversation infoGet userGet user by emailInvite user to conversationand 1 more...

View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems