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

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

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?

Salesforce. 

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.

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

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

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