Salesforce CRM and Slack Integration | How to download new leads from Salesforce CRM to Slack
How to download new leads from Salesforce CRM to Slack? Integrate Salesforce CRM and Slack whith ApiX-Drive: https://apix-drive.com ApiX-Drive is a no-code service for automating business processes without developers. Connect 350+ Apps in 5 minutes. Quick & Easy. In this video tutorial, we will learn: ✓ How to connect Salesforce CRM and Slack ✓ How to Send Message (channel) from Salesforce CRM to Slack ✓ How to independently use no-code services to automate business processes without developers 【Video Navigation】 0:00 - Introduction 0:43 - Setting up Salesforce CRM as a Data Source 2:15 - Setting up Slack as a Data Receiver 5:18 - Setting up auto-update ➤ Steps to connect Salesforce CRM and Slack 1. Link your Salesforce CRM and Slack account with ApiX-Drive 2. Select Salesforce CRM as your data source App and 'download new leads' as your action 3. Select Slack as your data receiver App and 'Send Message (channel)' as your action 4. Map Salesforce CRM fields to relevant fields in Slack 5. Turn your integration on auto update. ➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog ➤ More video in the playlist - https://www.youtube.com/playlist?list=PLgIIPuBbzqEFDYpLH2vwV1jJHq8HB4YnK ➤ Do you have questions or need help creating an integration? Write to our support team at support@apix-drive.com or via chat on the site! ➤ Don’t have an ApiX-Drive.com account? Create your free account here: https://apix-drive.com #Salesforce #ApixDrive #Slack #SalesforceCRM #SalesforceIntegration #SalesforceCRMIntegration #CRM #Integration #SlackApi #SlackIntegration
How to download new leads from Salesforce CRM to Slack? Integrate Salesforce CRM and Slack whith ApiX-Drive: https://apix-drive.com ApiX-Drive is a no-code service for automating business processes without developers. Connect 350+ Apps in 5 minutes. Quick & Easy. In this video tutorial, we will learn: ✓ How to connect Salesforce CRM and Slack ✓ How to Send Message (channel) from Salesforce CRM to Slack ✓ How to independently use no-code services to automate business processes without developers 【Video Navigation】 0:00 - Introduction 0:43 - Setting up Salesforce CRM as a Data Source 2:15 - Setting up Slack as a Data Receiver 5:18 - Setting up auto-update ➤ Steps to connect Salesforce CRM and Slack 1. Link your Salesforce CRM and Slack account with ApiX-Drive 2. Select Salesforce CRM as your data source App and 'download new leads' as your action 3. Select Slack as your data receiver App and 'Send Message (channel)' as your action 4. Map Salesforce CRM fields to relevant fields in Slack 5. Turn your integration on auto update. ➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog ➤ More video in the playlist - https://www.youtube.com/playlist?list=PLgIIPuBbzqEFDYpLH2vwV1jJHq8HB4YnK ➤ Do you have questions or need help creating an integration? Write to our support team at support@apix-drive.com or via chat on the site! ➤ Don’t have an ApiX-Drive.com account? Create your free account here: https://apix-drive.com #Salesforce #ApixDrive #Slack #SalesforceCRM #SalesforceIntegration #SalesforceCRMIntegration #CRM #Integration #SlackApi #SlackIntegration