Hi There,
I am hoping to create a feed in a Slack Channel whereby a post is made when an opportunity is closed won in Salesforce. I was able to set up a connection where the channel receives a message when closed won, but I want to customize each message to bring in details from the Opportunity such as Client Name, Deal Amount, etc. Has anyone done this before? Thank you!
It’s possible
When you test the Salesforce trigger in your zap, you should see a bunch of fields come through, including the ones you want.
In your Slack step, you can then map these fields into the message body.
More help here: https://zapier.com/page/insert-fields/
Thank you very much!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.