How can I filter for specific types of onboarding?

DryMerge allows you to filter onboarding processes based on criteria like customer type or onboarding stage. Simply specify your filter criteria, and DryMerge will handle the rest.

Can I use this with Microsoft Teams instead of Slack?

Yes, you can use this with Microsoft Teams instead of Slack. Describe the necessary changes, and DryMerge will set up the automation accordingly.

Which people use this automation? What do they use it for?

This automation is popular among customer success teams to ensure they are immediately informed of new onboardings and can provide timely support.

Salesforce + Slack

Alert Customer Success Team on New Onboarding in Salesforce via Slack

Ensure a smooth transition for new customers by sending an alert to the customer success team in Slack whenever a new onboarding process is initiated in Salesforce. This keeps the team informed and ready to provide immediate assistance, enhancing the customer experience.

New Onboarding Initiated

Triggers when a new customer onboarding starts in Salesforce.

Alert Customer Success

Sends an alert message to the customer success team on Slack.

See more Salesforce to Slack integrations or use AI to customize your automation.

or pick a common variation below

Alert Team on Closed-Won Deals in Salesforce via Slack

Salesforce + Slack

Notify Team in Slack for High-Value Salesforce Opportunities

Salesforce + Slack

Send Daily Summary of Salesforce Activities to Slack

Salesforce + Slack

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Alert customer success team on new onboarding in Salesforce via Slack"

Alert customer success team on new onboarding in Salesforce via Slack

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Slack + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Slack

Slack is a collaboration hub that brings team communication together in one place. Streamline communication and trigger actions based on messages and events.