How to Send Salesforce Closed Won Deals to Slack with Zapier

Dashboard > Create Zap

Create New Zap

Start building your automation by creating a new Zap. This sets up the workflow container for your Salesforce-to-Slack connection.

1. 1Click 'Create Zap' from your Zapier dashboard
2. 2Select 'Start from scratch' option
3. 3Name your Zap 'Closed Won Celebrations'

Zap Editor > Trigger > Choose App

Choose Salesforce Trigger

Set up Salesforce as your trigger app. This tells Zapier to watch for specific changes in your CRM.

1. 1Click the trigger step and search for 'Salesforce'
2. 2Select 'Salesforce' from the app list
3. 3Choose 'Updated Record' as your trigger event
4. 4Click 'Continue'

Trigger Setup > Account

Connect Salesforce Account

Authenticate your Salesforce connection. Zapier needs permission to read opportunity updates from your CRM.

1. 1Click 'Sign in to Salesforce'
2. 2Enter your Salesforce username and password
3. 3Click 'Allow' to grant Zapier access
4. 4Select your connected account from the dropdown

Trigger Setup > Configure

Configure Opportunity Trigger

Tell Zapier to only watch Opportunity records. This prevents the Zap from firing on leads, accounts, or other record types.

1. 1Set 'Object' dropdown to 'Opportunity'
2. 2Leave 'Fields to Watch' empty (watches all fields)
3. 3Click 'Continue'

Trigger Setup > Test

Test Salesforce Connection

Zapier pulls a recent opportunity record to verify the connection works. This sample data helps you map fields correctly.

1. 1Click 'Test trigger'
2. 2Wait for Zapier to fetch sample data
3. 3Review the opportunity record that appears
4. 4Click 'Continue with selected record'

Zap Editor > + > Filter

Add Filter Step

Add a filter to only process closed-won opportunities. Without this, every opportunity update triggers your Slack message.

1. 1Click the + button to add a new step
2. 2Search for and select 'Filter by Zapier'
3. 3Choose 'Only continue if...' option
4. 4Click 'Continue'

Filter Setup > Conditions

Configure Closed Won Filter

Set the filter condition to only trigger on closed-won deals. This uses Salesforce's standard stage name for won opportunities.

1. 1Set first dropdown to 'Stage Name' from Salesforce data
2. 2Set condition to 'Exactly matches'
3. 3Type 'Closed Won' in the value field
4. 4Click 'Continue'

Filter Setup > Test

Test Filter Logic

Verify the filter catches closed-won deals correctly. This prevents your Slack channel from getting spammed with non-won updates.

1. 1Click 'Test step'
2. 2Check if the sample record passes or is halted
3. 3If halted, verify the stage name matches your filter
4. 4Click 'Continue' when the test passes

Zap Editor > + > Slack

Add Slack Action

Configure Slack as your action app to send the celebration message. This creates the notification your team will see.

1. 1Click the + button to add another step
2. 2Search for and select 'Slack'
3. 3Choose 'Send Channel Message' as the action
4. 4Click 'Continue'

Action Setup > Account

Connect Slack Account

Authenticate your Slack workspace connection. Zapier needs permission to post messages to your channels.

1. 1Click 'Sign in to Slack'
2. 2Select your workspace from the list
3. 3Click 'Allow' to grant channel access
4. 4Choose your connected Slack account

Action Setup > Message

Configure Slack Message

Set up the celebration message format with deal details. This determines what information your team sees when deals close.

1. 1Set 'Channel' to '#wins' (or your preferred channel)
2. 2In 'Message Text', click the + to add Salesforce fields
3. 3Build message: '🎉 {Name} closed for ${Amount} by {Owner Name} at {Account Name}!'
4. 4Set 'Bot Name' to 'Deal Bot' or similar

🔔 New Lead: {{1.FirstName}} {{1.LastName}}
Email: {{1.Email}}
Company: {{1.Company}}
Status: {{1.LeadStatus}}

Action Setup > Test

Test Complete Workflow

Send a test message to verify everything works end-to-end. This confirms your team will see properly formatted celebrations.

1. 1Click 'Test step' to send a test message
2. 2Check your Slack channel for the message
3. 3Verify all fields populated correctly
4. 4Click 'Publish' to activate your Zap

Drop this into a Zapier Code step.

{{amount__c | currency: 'USD'}} - Use this in your Slack message to format the deal amount with proper currency symbols and commas instead of raw numbers.

{{amount__c | currency: 'USD'}} - Use this in your Slack message to format the deal amount with proper currency symbols and commas instead of raw numbers.