Company
Date Published
Author
Elena Alston
Word count
873
Language
English
Hacker News points
None

Summary

Thousands of companies use Salesforce as their customer relationship management (CRM) system to complete tasks, and thousands of companies use Slack as their inter-office method of communication. So why not streamline processes between the two platforms? Instead of manually checking Salesforce every day for new tasks, we can create an automated workflow using Zapier that will automatically send notifications to Slack whenever a new task is created in Salesforce, saving time and increasing productivity. With Zapier's Zaps, users can create customized workflows without coding knowledge, using templates or building from scratch. The process involves setting up a trigger in Salesforce and connecting it to Zapier, then configuring an action in Slack to send notifications for new tasks. Once set up, the Zap will automatically send messages with task details to the selected Slack channel, allowing users to focus on more important work.