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How to Send Salesforce Deal Notifications to Slack Automatically

· 2 min read
Harish
Harish
Founder @ FlowLogik

Your sales team closes a big deal in Salesforce. But the rest of the company doesn't find out until the weekly meeting. Sound familiar?

In this guide, I'll show you how to automatically notify your team in Slack whenever important events happen in Salesforce.

Why Salesforce-Slack Integration Matters​

Sales doesn't happen in isolation. When a deal closes:

  • Finance needs to prepare invoicing
  • Customer Success needs to start onboarding
  • Leadership wants to celebrate wins
  • Marketing might want a case study

Without automation, this information flows through emails, meetings, and manual updates—creating delays and missed opportunities.

What We'll Build​

A workflow that sends Slack notifications for:

  1. Deal Closed Won → #sales-wins channel
  2. Deal Stage Changed → Deal owner DM
  3. Large Deal Alert → #leadership channel (deals over $50K)

Step-by-Step Setup​

Step 1: Connect Your Apps​

In FlowLogik, connect both Salesforce and Slack:

  1. Go to Connections → Add Connection
  2. Select Salesforce and authorize
  3. Select Slack and authorize

Step 2: Create the "Deal Closed" Workflow​

Trigger: Salesforce - Opportunity Updated
   ↓
Condition: Stage = "Closed Won"
   ↓
Action: Slack - Send Message to #sales-wins

Message Template:

🎉 *Deal Closed!*

*Company:* {{Account.Name}}
*Amount:* ${{Amount}}
*Owner:* {{Owner.Name}}

Congrats to the team! 🚀

Step 3: Add Conditional Logic for Large Deals​

Add a branch for deals over $50,000:

Condition: Amount > 50000
   ↓
Action: Slack - Send Message to #leadership

Message:

💰 *Large Deal Alert*

{{Account.Name}} just closed for ${{Amount}}!

Step 4: Notify the Account Owner​

For stage changes, send a private message:

Trigger: Salesforce - Opportunity Updated
   ↓
Condition: Stage changed
   ↓
Action: Slack - DM to {{Owner.SlackUser}}

Advanced: Rich Slack Messages​

FlowLogik supports Slack Block Kit for rich formatting:

  • Buttons to open the Salesforce record
  • Fields showing key deal information
  • Images for company logos

Results You Can Expect​

Teams using Salesforce-Slack automation report:

  • Faster response times to closed deals
  • Better cross-team collaboration
  • No more "I didn't know that closed" moments
  • Increased team morale from visible wins

Get Started​

Try FlowLogik Free →

Set up your Salesforce-Slack integration in under 10 minutes.

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