Notify Your Team in Slack When a Salesforce Deal Stage ChangesSalesforce

Notify Your Team in Slack When a *Salesforce Deal Stage Changes*

Lindy watches your Salesforce deals and pings your Slack team when a stage changes.

Celebrate every Closed Won in your sales channel

Keep the team motivated without manual posts

Alert the AM when a deal moves backward

Step in fast when a deal starts to slip

Ping finance when a deal hits contract stage

Start paperwork the moment a deal is real

Trusted by 400,000+ professionals
Deedy
@deedydas
Greg Isenberg
@gregisenberg
Lenny Rachitsky
@lennysan
Chase Diamond
@ecomchasediamond
Andrew Wilkinson
@awilkinson
Hasan Toor
@hasantoxr
Deedy
@deedydas
Greg Isenberg
@gregisenberg
Lenny Rachitsky
@lennysan
Chase Diamond
@ecomchasediamond
Andrew Wilkinson
@awilkinson
Hasan Toor
@hasantoxr
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Do more with Lindy

Supercharge your Salesforce with AI.

When a deal moves to a new stage in Salesforce, your team often finds out too late, through a meeting, a random check-in, or not at all.

Lindy watches your Salesforce deals and sends a Slack message to your team the moment a deal stage changes, so everyone stays in the loop without having to dig through the CRM.

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Notify Your Slack Channel When a Stripe Payment Fails

Lindy watches Stripe for failed payments and sends an alert straight to your Slack channel.

Escalate Urgent Intercom Tickets to the Right Person in Slack

Lindy watches Intercom for urgent tickets and pings the right person in Slack.

Remind Team Members of Upcoming Deadlines via Slack

Lindy watches your deadlines and pings your Slack team before things are due.

Send Scheduled Status Updates to a Specific Microsoft Teams Channel

Lindy sends scheduled status updates to your chosen Microsoft Teams channel automatically.

Built for you

See what Lindy can do for you

Sales automation

Every stage change rallies the channel

Lindy posts every Salesforce stage change to your sales Slack, so wins get celebrated and slips get noticed in real time.

Every stage change rallies the channel
Marketing automation

Watch attribution unfold in Slack

Lindy posts every Salesforce stage change to your channel, so marketing can see exactly which deals are moving and follow up on stalls.

Watch attribution unfold in Slack
Admin automation

Your boss sees pipeline shifts as they happen

Lindy posts every Salesforce stage change to Slack, so your boss can react to the pipeline without staring at Salesforce.

Your boss sees pipeline shifts as they happen
Workflow automation

Pipeline shifts trigger action, not delay

Lindy posts every Salesforce stage change to Slack, so the team responds to deal movement immediately instead of in a weekly review.

Pipeline shifts trigger action, not delay
Business automation

A live read on pipeline, without opening Salesforce

Lindy posts every Salesforce stage change to your channel, so you feel the pipeline moving without sitting in dashboards.

A live read on pipeline, without opening Salesforce
Do more with Lindy

Summarise more than just Slack

Summarising Slack is just the start. Here's what else Lindy can do.

Summarise my emails every morning

Lindy reads your inbox overnight and sends you a clean digest of what matters before you start your day.

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Summarise my meeting notes automatically

After every call Lindy writes structured notes and sends you a summary so nothing gets lost.

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Summarise my support tickets daily

Lindy reads your Zendesk or Intercom queue and delivers a daily overview of open issues and priorities.

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Trusted by 400K+ prfoessionals

Not sure if Lindy can do it? Just ask.

Text your question and Lindy replies with exactly what it can do for you. No account, no sign-up. Just send a message.

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Built for Salesforce

AI Agents for Salesforce

Keeping up with deal stage changes in Salesforce usually means someone has to manually check the CRM, remember to tell the right people, and hope nothing slips through the cracks.

Connect Lindy to Salesforce and it can ping a specific Slack channel when a deal moves forward, tag the account owner directly, and include key details like deal value and the new stage so your team has everything they need right away.

What is a Lindy skill?

A skill shows you a real-world task Lindy can handle for you. It's there to inspire you and show what's possible, not a pre-built workflow you have to follow.

Can I use a skill straight away?

Yes. Sign up, connect the apps the skill needs, and you're ready to go. Most skills are up and running in minutes.

What is Lindy

Lindy is your AI assistant. You tell it what you need in plain language and it takes care of the work, across your apps, on your schedule.

What apps do I need?

Each skill page lists exactly which apps are involved and whether they are required or optional. If you already use those apps, you're good to go.

Do I need to build anything?

No. Just tell Lindy what you want it to do and it figures out the rest. Skills are there to show you what's possible and get you started.

Can Lindy do something that is not listed as a skill?

Almost certainly. Skills show what's possible, not what's limited. If you don't see what you need, just ask Lindy directly and it will figure it out.

Triggers & Actions

Explore all Salesforce Triggers and Actions

Build exactly the workflow you need. Here's every trigger and action Salesforce supports.

Triggers
0
 triggers
New Deleted Record
Triggers when a record is deleted in Salesforce.
New Outbound Message
Receive outbound messages from Salesforce when specific events occur.
New Salesforce Contact
Triggers a new task when a new contact is created in Salesforce
New Salesforce Lead
Triggers a new task when a new lead is created in Salesforce
New Salesforce Record
Triggers a new task when a new selected record is created in Salesforce
Updated Salesforce Contact
Triggers a new task when a contact is updated in Salesforce
Updated Salesforce Lead
Triggers a new task when a lead is updated in Salesforce
Updated Salesforce Record
Triggers a new task when a selected record is updated in Salesforce
Actions
0
 actions
Add a contact to a campaign
Add an existing contact to an existing campaign
Add a lead to a campaign
Add an existing lead to an existing campaign
Convert Soap Xml Object To Json
Convert Salesforce SOAP XML data to JSON format.
Create a contact
Create a contact
Create a lead
Create a lead in Salesforce
Create Attachment
Create and attach files to Salesforce records.
Create Case Comment
Add a comment to an existing Salesforce case.
Create Content Note
Create and manage content notes in Salesforce with customizable permissions and visibility settings.
Create Note
Create a new note and associate it with a Salesforce record.
Delete Opportunity
Delete a Salesforce opportunity record using its ID.
Delete Record
Delete a record from Salesforce by specifying the object type and ID.
Find Records
Find and retrieve Salesforce records based on object type and specified fields.
Get all accounts
Get all accounts
Get all contacts
Get all contacts
Get an account
Get an account
Insert Blob Data
Insert binary data and attachments into Salesforce objects.
Post A Message To Chatter Feed
Post messages to Salesforce Chatter feeds for specific records.
Search for a contact
Search for a specific contact
Search for a opportunity
Search for a specific opportunity
Search Object Records
Search Salesforce records across specified object types using a search term.
Soql Query
Execute custom SOQL queries against your Salesforce data.
Sosl Search
Search Salesforce records using SOSL query syntax.
Update a contact
Update an existing contact
Update a lead
Update an existing lead in Salesforce