Automate contact synchronization between Salesforce and Slack easily

This automation ensures a swift response when the total opportunity value for an account in Salesforce falls below a set threshold. By sending an alert to a designated Slack channel or user, teams can quickly address potential revenue risks and maintain account health without constantly monitoring Salesforce dashboards.

When this happens...
Significant drop in account opportunity value.
Triggers when Salesforce account's total opportunity value decreases significantly.
Trigger: 
Instant
...then automatically do this
Alert about opportunity value dip.
Sends a notification on Slack when Salesforce account's opportunity value drops significantly.

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About Salesforce
Salesforce is a platform for customer relationship management (CRM): everything in one place, easily accessible, available on any device. Offering data-driven insights, personalized interactions, and seamless integration for modern businesses.
About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

"The support team is exceptional and takes feedback to heart."

Reed Porter
Head of Sales & CS, Localstack
Solid HubSpot add-on that's been constantly improving. I have been able to receive notes during calls and sync everything to HubSpot. The support team is exceptional and takes feedback to heart to improve the product.

"Saves us a lot of time in a cost-efficient manner, streamlining our sales process."

Jasper Guilaran
AE - Full Cycle, TryProspect
Luru seamlessly integrates with Salesforce and Zoom, allowing us to manage pipelines and update contacts directly from Slack. It saves us a lot of time in a cost-efficient manner, streamlining our sales process.

"My team can now focus on selling rather than admin work."

Anupreet Singh
CRO, Gan AI
Luru is a standout tool for revops teams. Our sales processes have become more efficient, and our CRM hygiene has improved significantly. My team can now focus on selling rather than admin work. And they are amazing listeners to feedback.

"We have been able to quickly create and iterate on sales processes on Slack where our team resides."

Sethu
Cofounder and Revenue Head, Zluri
With Luru’s no code workflows we have been able to quickly create and iterate on sales processes on Slack where our team resides. This has helped us to get a better picture of our pipeline in real time, identify blockers and react quickly to close more deals.
Read full story

"As a sales leader, Luru is a life saver!"

Varun Raj
Sales Leader, Exotel
The ability to pre-define templates and prompt my SDRs and AEs on must-discuss info is amazing! Personally, my hunt for a hassle-free meeting note taker is over :).
Read full story

"One doesn't need an automation background to define a sales process."

Nilesh Gupta
Co-founder & COO, GrowthSpree
The setup and scale of workflows on HubSpot is complex and often requires a service integration (SI) partner. With Luru, one doesn't need an automation background to define a sales process.
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FAQs

How does the Luru Salesforce - Slack integration work?
The Luru integration seamlessly connects your Salesforce CRM with your Slack workspace, allowing you to access and manage your critical sales data directly within the tools your team uses every day. With just a few clicks, you can sync contacts, opportunities, tasks, and other key records between the platforms, ensuring all your sales information is up-to-date and accessible.
What are the key benefits of using the Luru Salesforce - Slack integration?
The key benefits of the Luru integration include:
- Boosted productivity by allowing sales reps to work within a familiar interface without constantly switching between apps
- Improved data quality and CRM hygiene by automating the capture of emails, meetings, and other sales activities
- Better visibility and real-time updates on pipeline, deals, and team performance through seamless data sync
Does the Luru integration require any technical expertise to set up?
No, Luru's Slack - Salesforce integration is designed to be user-friendly and requires minimal technical expertise to set up. Luru provides step-by-step guides and 24/7 customer support to ensure a smooth and hassle-free integration process, even for non-technical users.
How does the Luru integration help improve sales productivity and CRM data quality?
The Luru integration helps improve sales productivity and Salesforce CRM data quality in several ways:
- Automating the capture of emails, meetings, and other sales activities directly into the SalesforceCRM
- Eliminating the need for manual data entry and duplicating information across systems.
- Providing sales reps easy access to customer data within their daily workflow in Slack
- Delivering real-time insights and alerts to help reps stay on top of important deal updates and pipeline movements.
Is the Luru Salesforce - Slack integration secure?
Yes, the Luru integration is designed with robust security measures to protect your sensitive sales data. Luru uses industry-standard encryption protocols, secure authentication methods, and complies with relevant data privacy regulations to ensure the safety and confidentiality of your information.
Can the Luru integration be used with other sales tools in my tech stack?
Absolutely. Luru is built to be a flexible, comprehensive platform that can seamlessly integrate with a wide range of tools you already user like Calendar apps, meeting apps, email apps and web browsers. Luru works on the concept of CRM anywhere so that your team access and update CRM without having to switch context.
How does the Luru integration compare to native Salesforce - Slack sync options?
Compared to native sync options, the Luru integration provides several key advantages, including more reliable and comprehensive data sync, deeper bi-directional integration capabilities, powerful automation and workflow features, and advanced analytics and insights to drive better decision-making. Luru is designed to be a more robust and flexible solution than basic sync tools.
How does the Luru integration help sales managers coach their teams more effectively?
The Luru integration empowers sales managers by providing real-time visibility into team performance, pipeline health, and deal progression. It delivers early warning signals for deals at risk, allowing managers to proactively intervene. Managers can also embed sales playbooks and coaching tips directly within the Slack workflow, and leverage detailed analytics to identify coaching opportunities and areas for improvement.
Does the Luru integration sync data bi-directionally between Salesforce and Slack?
Yes, the Luru integration supports bi-directional data sync between your Salesforce and Slack. Changes and updates made in either platform will automatically reflect in the other, ensuring your sales information is always consistent and up-to-date across your entire technology stack.