How to Send Weekly Pipeline Summaries from Salesforce to Slack with Make

Scenarios > + > Schedule

Create New Scenario

Start a new Make scenario and add a Schedule trigger. This will run your pipeline summary every Monday morning at 9 AM.

1. 1Click 'Create a new scenario' from your Make dashboard
2. 2Click the clock icon to add a Schedule trigger
3. 3Set schedule to 'Weekly' and select 'Monday'
4. 4Set time to 9:00 AM in your timezone

Scenarios > Add Module > Salesforce > Search Records

Connect Salesforce

Add Salesforce and connect your account. You'll need admin permissions to access opportunity data across all users.

1. 1Click the + button after the Schedule module
2. 2Search for 'Salesforce' and select it
3. 3Choose 'Search Records' from the action list
4. 4Click 'Create a connection' and sign in to Salesforce

Salesforce Module > Configuration

Configure Opportunity Query

Set up the search to grab all open opportunities. This pulls current pipeline data for your weekly summary.

1. 1Select 'Opportunity' as the Record Type
2. 2Set Maximum number of records to 5000
3. 3In Search criteria, add: StageName != 'Closed Won' AND StageName != 'Closed Lost'
4. 4Leave Order By empty for faster queries

Add Module > Tools > Text Aggregator

Add Text Aggregator

This module will process all opportunities and calculate totals. Without it, you'd get individual messages for each deal instead of one summary.

1. 1Click + after the Salesforce module
2. 2Search for 'Text Aggregator' and select it
3. 3Set Source Module to the Salesforce module
4. 4Leave Text field empty for now — we'll build the summary format next

Text Aggregator > Configuration

Build Summary Format

Create the pipeline summary template with totals and stage breakdowns. This formats your data into a readable Slack message.

1. 1Click in the Text field of the Text Aggregator
2. 2Add this template: 📊 *Weekly Pipeline Summary - {{formatDate(now; 'MMM DD')}*\n\n💰 *Total Pipeline:* ${{sum(Amount)}}\n\n*By Stage:*\n{{Name}}: ${{Amount}} ({{CloseDate}})\n
3. 3Set Row separator to empty
4. 4Enable Group by and select 'StageName'

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

Text Aggregator > Text Field

Add Pipeline Calculations

Insert formulas to calculate total pipeline value and count deals by stage. This gives your team the key metrics they need.

1. 1After the Total Pipeline line, add: *Deals by Stage:*\n
2. 2Add stage counts: {{size(bundle)}} deals\n
3. 3Insert closing this week filter: *Closing This Week:*\n{{if(parseDate(CloseDate) <= addDays(now; 7); Name + ' - $' + Amount; '')}}
4. 4Add line breaks with \n between sections

Add Module > Slack > Create a Message

Connect Slack

Add Slack to post your formatted summary. You'll need permission to post in the target channel.

1. 1Click + after the Text Aggregator
2. 2Search for 'Slack' and select it
3. 3Choose 'Create a Message' action
4. 4Click 'Create a connection' and authorize Make in your Slack workspace

Slack Module > Configuration

Configure Slack Message

Set the target channel and map your formatted summary. This determines where your team sees the weekly pipeline update.

1. 1Select your #sales channel from the Channel dropdown
2. 2In Text field, map the 'Text' output from Text Aggregator
3. 3Set Username to 'Pipeline Bot'
4. 4Enable 'Parse' for proper formatting

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

Module > Right Click > Add Error Handler

Add Error Handling

Set up error handling for API failures. Salesforce timeouts or Slack rate limits can break your automation without this.

1. 1Right-click the Salesforce module
2. 2Select 'Add error handler' > 'Resume'
3. 3Configure Resume to continue with empty data
4. 4Repeat for the Slack module

Scenario > Run Once

Test the Scenario

Run a test to verify data pulls correctly and Slack receives a properly formatted message. This catches mapping errors before going live.

1. 1Click 'Run once' at the bottom of the scenario
2. 2Watch each module execute and check for green checkmarks
3. 3Verify the pipeline summary appears in your Slack channel
4. 4Check that dollar amounts and deal counts look accurate

Scenario > Toggle > Save

Activate Scheduling

Turn on the scenario to run automatically every Monday. Your sales team will now get consistent pipeline visibility without manual work.

1. 1Click the 'OFF' toggle in the top left to 'ON'
2. 2Verify the schedule shows 'Next execution: Monday 9:00 AM'
3. 3Save the scenario with a clear name like 'Weekly Sales Pipeline to Slack'
4. 4Add team members as collaborators if needed

Drop this into a Make custom function.

{{if(parseDate(CloseDate; 'YYYY-MM-DD') >= now AND parseDate(CloseDate; 'YYYY-MM-DD') <= addDays(now; 7); '🔥 ' + Name + ' - $' + formatNumber(Amount); '')}}

{{if(parseDate(CloseDate; 'YYYY-MM-DD') >= now AND parseDate(CloseDate; 'YYYY-MM-DD') <= addDays(now; 7); '🔥 ' + Name + ' - $' + formatNumber(Amount); '')}}