How to Send New Salesforce Leads to Slack with Make

Scenarios > + > Salesforce > Watch Records

Create new scenario

Start a fresh Make scenario and add Salesforce as your trigger module. This will monitor for new lead records.

1. 1Click 'Create a new scenario' from Make dashboard
2. 2Click the + icon to add your first module
3. 3Search for 'Salesforce' and select it
4. 4Choose 'Watch Records' trigger

Salesforce Module > Connection > Create

Connect Salesforce account

Link your Salesforce instance to Make using OAuth. This grants Make permission to monitor your leads.

1. 1Click 'Create a connection' in the Salesforce module
2. 2Enter your Salesforce login URL (e.g., yourcompany.my.salesforce.com)
3. 3Click 'Save' then 'Allow' in the Salesforce popup
4. 4Verify the green 'Connected' status appears

Salesforce Module > Settings

Configure lead monitoring

Set the trigger to watch specifically for Lead records. This filters out other Salesforce objects you don't need.

1. 1Select 'Lead' from the Record Type dropdown
2. 2Set Trigger Event to 'Created'
3. 3Leave Output Bundle Limit at 1
4. 4Set Order By to 'CreatedDate'

Scenario > Run once > Salesforce module output

Test Salesforce connection

Run a test to pull a recent lead record. This validates your connection and shows available data fields.

1. 1Click 'Run once' at the bottom of the scenario
2. 2Wait for the test to complete
3. 3Click on the Salesforce module to view the output
4. 4Verify you see lead fields like Company, LastName, Phone

Scenario > + > Slack > Create a Message

Add Slack module

Connect Slack as your action module to send the notification message. This will post to your chosen channel.

1. 1Click + to add a module after Salesforce
2. 2Search for 'Slack' and select it
3. 3Choose 'Create a Message' action
4. 4Click 'Create a connection' for Slack

Slack Module > Connection > Sign in with Slack

Connect Slack workspace

Authenticate with your Slack workspace and grant Make posting permissions. This allows the bot to send messages.

1. 1Click 'Sign in with Slack' in the connection popup
2. 2Select your workspace from the dropdown
3. 3Click 'Allow' to grant Make permissions
4. 4Verify the connection shows your workspace name

Slack Module > Send To > Channel

Configure target channel

Select the specific Slack channel where lead notifications should appear. This is typically your sales team's channel.

1. 1Select 'Channel' from the Send To dropdown
2. 2Choose '#sales-leads' from the Channel list
3. 3Leave Enter a User ID blank
4. 4Set As User to 'false'

Slack Module > Text > Field mapping

Build notification message

Create a formatted message with the lead details your sales team needs. Use Salesforce data fields to populate the content.

1. 1Click in the Text field to open the mapping panel
2. 2Type 'New lead: ' then map {{1.FirstName}} {{1.LastName}}
3. 3Add new lines and map Company: {{1.Company}}
4. 4Continue with Title: {{1.Title}} and Phone: {{1.Phone}}

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

Slack Module > Text > Additional mappings

Add lead source tracking

Include the lead source in your message so reps know which campaigns are working. This helps with lead qualification.

1. 1Add a new line in the Text field
2. 2Type 'Source: ' and map {{1.LeadSource}}
3. 3Add 'Salesforce URL: ' on the next line
4. 4Map the lead URL using {{1.Id}} in a Salesforce link format

Scenario > Run once > Check Slack channel

Test complete workflow

Run the full scenario to verify the Slack message appears correctly formatted. This validates your field mappings work.

1. 1Click 'Run once' to execute both modules
2. 2Wait for both modules to show green checkmarks
3. 3Check your #sales-leads channel in Slack
4. 4Verify the message shows all mapped lead data

Scenario > Schedule toggle > 15 minutes

Enable automatic scheduling

Turn on the scenario to run continuously and set the polling interval. This makes the automation live.

1. 1Click the 'OFF' toggle in the bottom left to turn it 'ON'
2. 2Set the schedule to run every 15 minutes
3. 3Click 'OK' to confirm the schedule
4. 4Verify the scenario shows as 'Active' with a green dot

Slack Module > Right-click > Error handler

Set up error handling

Configure what happens when the scenario fails due to API issues or network problems. This prevents silent failures.

1. 1Right-click the Slack module and select 'Add error handler'
2. 2Choose 'Break' as the error handling action
3. 3Enable email notifications for errors in scenario settings
4. 4Save the scenario with Ctrl+S

Drop this into a Make custom function.

{{formatDate(1.CreatedDate; "MM/DD/YY h:mm A"; "America/New_York")}}

{{formatDate(1.CreatedDate; "MM/DD/YY h:mm A"; "America/New_York")}}