How to Send Salesforce Task Notifications to Slack with Zapier

Dashboard > Create Zap > Salesforce > New Record

Create New Zap with Salesforce Trigger

Start a new Zap and select Salesforce as your trigger app. Choose 'New Record' as the trigger event to catch when tasks are created.

1. 1Click 'Create Zap' from your Zapier dashboard
2. 2Search for 'Salesforce' and select it as the trigger app
3. 3Choose 'New Record' from the trigger event dropdown
4. 4Select 'Task' as the object type
5. 5Click 'Continue' to proceed

Trigger > Account > Sign in to Salesforce

Connect Salesforce Account

Authenticate your Salesforce connection using your login credentials. Zapier needs read access to task records and user data.

1. 1Click 'Sign in to Salesforce'
2. 2Enter your Salesforce username and password
3. 3Click 'Allow' when prompted for permissions
4. 4Verify the connection shows as 'Connected'

Trigger > Test > Test trigger

Test Salesforce Trigger

Pull in a sample task record to verify the connection works and see available field data for mapping.

1. 1Click 'Test trigger' button
2. 2Wait for Zapier to fetch recent task records
3. 3Select a sample task from the list shown
4. 4Click 'Continue with selected record'

Action > + > Salesforce > Find Record

Add Salesforce User Lookup

Add a second Salesforce step to get the assigned user's details, including their email address needed for Slack matching.

1. 1Click the '+' button to add a new step
2. 2Search for 'Salesforce' and select it
3. 3Choose 'Find Record' as the action
4. 4Select 'User' as the object type
5. 5Map 'Record ID' to the OwnerId from step 1

Action > Test step

Test User Lookup

Verify the user lookup returns the correct person assigned to the task, with their name and email visible.

1. 1Click 'Test step' in the user lookup action
2. 2Review the returned user data
3. 3Confirm the Email field contains the user's address
4. 4Click 'Continue' to proceed

Action > + > Slack > Send Direct Message

Add Slack Direct Message Action

Configure Slack to send a private message to the assigned user when they get a new Salesforce task.

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

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

Action > Account > Sign in to Slack

Connect Slack Account

Authenticate your Slack workspace connection. Zapier needs permission to send messages and lookup users by email.

1. 1Click 'Sign in to Slack'
2. 2Select your workspace from the list
3. 3Click 'Allow' to grant permissions
4. 4Verify connection shows as successful

Action > Send Direct Message > To

Configure Message Recipient

Set up user matching so Slack finds the right person to message based on their Salesforce email address.

1. 1In the 'To' field, select 'User Email' from step 2
2. 2Ensure the email mapping shows the Salesforce user's email
3. 3Leave 'As User' set to 'Bot'
4. 4Click to expand advanced options if needed

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

Action > Send Direct Message > Message

Build Message Content

Create the message template including task details, due date, priority level, and related record information.

1. 1Click in the 'Message' text area
2. 2Type: 'New task assigned: ' and map the Subject field
3. 3Add a line break and map Priority and ActivityDate
4. 4Include the related record by mapping WhatId if available
5. 5Format with emojis or formatting as desired

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

Action > Test step

Test Complete Workflow

Run the full Zap end-to-end to verify the Slack message sends correctly with proper formatting and recipient.

1. 1Click 'Test step' on the Slack action
2. 2Check that the test message appears in Slack
3. 3Verify the recipient, content, and formatting look correct
4. 4Make adjustments if needed and retest

Dashboard > Zap > Publish

Publish Your Zap

Turn on the automation so it runs automatically whenever new tasks are created in Salesforce going forward.

1. 1Review the complete Zap setup one final time
2. 2Click 'Publish Zap' button
3. 3Confirm you want to turn it on
4. 4Verify the Zap status shows as 'On'

Drop this into a Zapier Code step.

{{125715067__Subject}} - Due: {{125715067__ActivityDate}} ({{125715067__Priority}} priority)
Related: {{125715067__WhatId}}
👆 Click to view in Salesforce

{{125715067__Subject}} - Due: {{125715067__ActivityDate}} ({{125715067__Priority}} priority)
Related: {{125715067__WhatId}}

👆 Click to view in Salesforce