Salesforce + Slack

Send Salesforce record alerts to Slack for note updates.

Efficiency in updating records is key. With this automation, when a Salesforce record lacks notes at crucial stages like meetings or demos, an alert shoots to Slack. From there, users can swiftly enter or update notes, ensuring that details don't slip through the cracks. It streamlines notetaking, enhances record quality, and consolidates communication in one spot.

When this happens...
Salesforce record missing crucial notes
Detects empty notes field in a Salesforce record during specific stages.
Trigger: 
Instant
...then automatically do this
Send Slack prompt for notes.
Issues a targeted Slack message to input or refresh Salesforce record notes.

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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.
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.
Reed Porter
Head of Sales & CS, Dev tooling startup
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.
Anupreet Singh
CRO, Gan.ai
With Luru’s no code workflows we have been able to quickly create and iterate on sales processes on Slack where our team resides.
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Sethu Meenakshisundaram
Revenue Head & Co-founder, Zluri
As a sales leader, Luru is a life saver! 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 :)
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Varun Raj
Sales Leader, Exotel
Helps me quickly search and access Salesforce. Luru has made taking sales notes and updating Salesforce a breeze. All the context for my accounts are accessible for me and my team in a single place
Harsha Chelle
Strategic Accounts, Postman
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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Nilesh Gupta
Co-founder & Head of Operations, GrowthSpree