Question

I need to send a Lead Salesforce Record to an specific channel with a custom message every time a lead gets created. 

  • 20 April 2023
  • 5 replies
  • 18 views

Userlevel 1

I need to send a Lead Salesforce Record to an specific channel with a custom message every time a lead gets created. 


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Userlevel 4
Badge +6

Hi @State Upgrades

Welcome to the Community! Thanks for your interest in Zapier.

You mentioned “every time a lead gets created”, what trigger app are you going to use for your Zap?

Userlevel 1

Salesforce. 

Userlevel 4
Badge +6

Hi @State Upgrades 

These are the available triggers in Salesforce:

179fa6e857e988cc1a761a76d29aa098.png
In your case, I suggest you select the New Record trigger in Salesforce.

Userlevel 1

I need to send the record from Salesforce to slack. Zapier can not do that apparently.

Userlevel 5
Badge +7

Hey there @State Upgrades - the Zap you described does seem possible to me! It should look a little like this: 

If you want to check it out, you can use this link: https://zapier.com/app/dashboard?shared_zap=91c12a7e-db60-4d35-a4b6-3f8a21f0578c

 

Let me know if that gets ya started, or if you have any other questions! 

 

Best,

Rachael