How to Send Salesforce Opportunity Stage Changes to Slack with Zapier

Dashboard > Create Zap

Create New Zap

Start building your automation by creating a new Zap in Zapier. This will be the container for your Salesforce-to-Slack workflow.

1. 1Click the orange 'Create Zap' button from your dashboard
2. 2You'll be taken to the Zap editor with Step 1 already selected

Zap Editor > Step 1 > Choose App & Event

Set Up Salesforce Trigger

Configure Salesforce as your trigger app. You'll use the Updated Record trigger to catch when opportunities change stages.

1. 1Type 'Salesforce' in the app search box
2. 2Select 'Salesforce' from the dropdown results
3. 3Choose 'Updated Record' as the trigger event
4. 4Click 'Continue'

Zap Editor > Step 1 > Choose Account

Connect Salesforce Account

Link your Salesforce org to Zapier so it can monitor opportunity changes. You'll need admin permissions or API access.

1. 1Click 'Sign in to Salesforce'
2. 2Enter your Salesforce username and password
3. 3Click 'Allow' when prompted for API access
4. 4Click 'Continue' once connected

Zap Editor > Step 1 > Set up trigger

Configure Object and Fields

Tell Zapier to monitor the Opportunity object and specify which field changes should trigger the Zap.

1. 1Select 'Opportunity' from the Object dropdown
2. 2In the 'Updated Fields' section, choose 'StageName'
3. 3Leave other fields blank to monitor all stage changes
4. 4Click 'Continue'

Zap Editor > Step 1 > Test

Test Salesforce Trigger

Zapier will pull a recent opportunity update to use as sample data for building your Slack message.

1. 1Click 'Test trigger'
2. 2Wait for Zapier to find recent opportunity updates
3. 3Review the sample data to confirm it includes StageName, Amount, Probability, and CloseDate
4. 4Click 'Continue with selected record'

Zap Editor > + > Step 2

Add Slack Action Step

Add Slack as your action app to send the DM notification to the deal owner.

1. 1Click the '+' button to add Step 2
2. 2Type 'Slack' in the app search box
3. 3Select 'Slack' from the results
4. 4Choose 'Send Direct Message' as the action event
5. 5Click 'Continue'

Zap Editor > Step 2 > Choose Account

Connect Slack Account

Authorize Zapier to send messages through your Slack workspace on behalf of your connected user.

1. 1Click 'Sign in to Slack'
2. 2Select your workspace from the dropdown
3. 3Click 'Allow' to grant Zapier permissions
4. 4Verify the correct workspace appears as connected

Zap Editor > Step 2 > Set up action

Configure Message Recipient

Set up the message to go to the opportunity owner by mapping the Salesforce Owner field to Slack's To field.

1. 1In the 'To' field, click the data picker icon
2. 2Select 'Owner Email' from the Salesforce trigger data
3. 3If Owner Email isn't available, use 'Owner: Name' instead

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

Zap Editor > Step 2 > Message field

Build the Message Content

Create a formatted message with all the deal details requested: name, value, probability, and close date.

1. 1Click in the 'Message' text box
2. 2Type: 'Deal Update: ' then insert 'Name' from trigger data
3. 3Add a new line and insert: 'Stage: StageName'
4. 4Add: 'Value: $Amount | Probability: Probability% | Close Date: CloseDate'
5. 5Preview the message format with sample data

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

Zap Editor > Step 2 > Test

Test Slack Action

Send a test message to verify the formatting and recipient mapping work correctly.

1. 1Click 'Test step' to send the sample message
2. 2Check the target Slack user's DMs for the test message
3. 3Verify all fields populated correctly and formatting looks clean
4. 4Return to Zapier and click 'Continue'

Zap Editor > Zap Settings

Name and Turn On Zap

Give your automation a descriptive name and activate it to start monitoring live opportunity stage changes.

1. 1Click the pencil icon next to 'Untitled Zap'
2. 2Type 'SF Opp Stage Changes → Slack DM'
3. 3Click the toggle switch to turn the Zap ON
4. 4Click 'Publish Zap' to confirm

Drop this into a Zapier Code step.

{{amount__currency}} for auto-formatted currency in Slack messages, or use Zapier's Formatter with this formula: CONCATENATE("$", TEXT(amount, "#,##0"))

{{amount__currency}} for auto-formatted currency in Slack messages, or use Zapier's Formatter with this formula: CONCATENATE("$", TEXT(amount, "#,##0"))