Guide

1. Click "Create" and select "Zaps" to begin the automation process.

2. Click "Trigger."

3. Search for and select Salesforce.

4. Choose a trigger event like "Updated Record" or "New Lead."

5. Connect your Salesforce account.

6. Select the lead status change that should trigger the event.

7. Run a test.

8. Add Slack as the action app.

9. Choose an action event, such as "Send Channel Message."

10. Connect your Slack account.

11. Select the Slack channel and customize the message to include Salesforce update details (e.g., lead status, opportunity stage).

12. Run a test to ensure updates from Salesforce push to the correct Slack channel.

13. Click "Publish" to activate your Zap.