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Best Practices

How to Get Salesforce Lead Assignment Notifications in Slack

Chris Black
April 29, 2022

If you've been scouring the web to figure out how to trigger a Slack notification when a new lead is created or changed in Salesforce, you've likely come up empty-handed. Here's the thing... Unfortunately, you can't do this through the native Slack and Salesforce integration.

You know how important speed to lead is in the sales cycle. According to the Harvard Business Review, companies that follow-up with prospects within an hour of receiving an inquiry were seven times more likely to qualify the lead than those who responded just one hour later. 

We don’t work in business days anymore, folks, we work in business hours, so it’s time to get agile and make sure you’re capable of being the first person to the door when someone out there is looking for solutions. And one of the best ways to do that is through intelligent automation that happens in real time. 

That’s where a tool like Rattle can help.

What is Rattle?

Rattle is a no-code, bi-directional Slack and Salesforce integration tool that allows you to automatically trigger alerts in Slack for different Salesforce events and update Salesforce records from inside of Slack. In addition, you can fully customize your alerts, from when they’re sent to what data and action items they contain, all with just a few clicks.

Rattle is here to marry Salesforce and your Slack workspace into a seamless workflow where reps and sales managers never miss an important client event or let any leads go stale. 

How Rattle Allows You To Trigger Slack Notifications From Salesforce Lead Assignments

By integrating Salesforce and Slack with Rattle, you can create instant notifications right inside Slack whenever a new lead is assigned to a sales rep. Not only that, you can customize the alert to include relevant information about the lead, so all that’s left to do is prepare the pitch. 

Get Rattle alerts on new Leads directly in Slack

This kind of instant information makes it so much easier for your reps to slide in during that critical first-hour window and ultimately close the sale. Here’s how to set it up:

  1. Open Rattle
  2. Go to “Workflows”
  3. Select “Create a New Workflow”
  4. In the drop-down next to “Salesforce Object,” select “Lead”
  5. Next to “Type of Alert,” select “On Create/Update”

Now, you can set the conditions for the alert. If we want it to trigger whenever a lead is assigned a member of the sales team, we’ll follow these next steps:

  1. Go to “Conditions”
  2. Press “Add Condition”
  3. Set the condition to “Owner” and “Is One Of…”
  4. List the names of your sales reps in the box below; this will tell Rattle to send an alert any time a sales rep is set as the owner of a new lead

Now you can customize what the alert will read. Use the “Message” section to create message body fields linked to data within the Salesforce lead, such as name, contact information, and so on. 

Lastly, you can select where you want the alert to appear in Slack. This is handy if you want to add additional transparency within the process by routing alerts through a shared sales team channel or want to keep things minimal by routing them directly to the salesperson. 

You can also choose whether you want the alert to go out instantly, within your pre-determined business hours, or on a set schedule. 

And now you’re set! Every time a lead is created in Salesforce and assigned an owner, they’ll get a Slack alert notifying them. 

What Else Can Rattle Do? 

Rattle’s custom workflows allow you to create alerts for all types of Salesforce events to keep your reps and managers in the loop at every step of the customer journey. 

You can notify reps of their new leads, alert managers when a deal needs approval, and send out alerts when a deal is stuck in a certain stage for too long. You can also send an alert to a team Slack channel when a new deal closes so all the team members can celebrate!

Basically, Rattle is your sales assistant who’s always there to ensure everyone stays in the loop without being tied down to Salesforce all day, giving them more time to do what they do best: sell. 

If you’re looking to streamline your workflow and spend less time chasing down data and more time closing deals, you need Rattle. We all want to live in a world where our technology enables us to work more effectively and efficiently, and Rattle does both.

Rattle provides sales reps with the accurate data and support they need to succeed, and it saves managers and reps alike hours per week that used to be drained by data hygiene management and communication logjams. 

So, if you’re ready to take your Salesforce and Slack integration to the next level, it’s time for you to try Rattle. 

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