Flock + Salesforce Integration

Integrate Flock to Salesforce in one click, or tell Integrately AI how you want each lead handled. Notify your team, update your CRM records, alert channel members, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Flock
    Send message in Flock
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Flock + Salesforce Integration

Capture leads, notify your team, update records, and sync customer data, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Flock Integration

Send Flock message for new Salesforce record

Automatically sending a Flock message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Flock integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Flock message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Flock Integration

Send Flock message for new Salesforce task

With this Salesforce - Flock integration, whenever a new task is created in Salesforce, message will be sent via Flock. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + Flock Integration

Send Flock message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Flock message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Flock integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flock + Salesforce flow

Connect your CRM and team communication with email, scheduling, and payment tools to automate your entire revenue stack. Pick a combination and activate it in one click.

Flock
Salesforce
+
SlackSlack (3)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
StripeStripe (3)
S
S
F
When a new lead is created in Salesforce, send a channel message in Slack and alert the team in Flock.
New Salesforce leads appear instantly in Slack and notify your team in Flock, so sales reps never miss an incoming prospect.
S
S
F
When an opportunity is created in Salesforce, post an update in Slack and notify your managers in Flock.
Every new Salesforce opportunity triggers a Slack channel alert and a Flock direct message to keep leadership informed.
S
S
F
When a case is created in Salesforce, alert support in Slack and notify the response team in Flock.
New support cases in Salesforce instantly alert your team in Slack and broadcast a message in Flock for fast resolution.

Supported triggers and actions for Flock and Salesforce

Mix and match to build the exact automation you need

Flock
Flock Triggers & Actions
No trigger is available
Send message in Flock
Delivers a message to a designated recipient
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Flock + Salesforce?

Streamline your CRM data management and team communication with powerful automated workflows.

What you can automate?
🚀
Send instant notifications for new sales leads
Trigger an automatic message in Flock the exact moment a new lead is created in Salesforce. Your sales reps can follow up immediately without checking dashboards.
📋
Capture every submitted CRM field
Map detailed contact properties, company sizes, and notes from Salesforce records straight into your communication messages. Your team receives complete context right away.
🔔
Alert the right team member instantly
Route specific account notifications to designated Flock channels based on deal size or territory. Ensure the correct person handles every incoming customer request.
🔀
Route workflows based on submitted fields
Send urgent enterprise leads to priority channels while standard inquiries go to general queues. Customize your team alerts based on exact customer parameters.
🔄
Keep records updated as deals change
Automatically propagate updates across your database whenever a Salesforce opportunity moves to a new stage. Eliminate manual status reporting entirely.
🛡️
Add or update records without creating duplicates
Check existing customer databases before generating new entries, ensuring your Salesforce records remain clean and organized.
📉
Handle later status changes and closed deals
Trigger celebration messages in Flock whenever an opportunity is marked closed won in Salesforce. Keep morale high and revenue visibility crystal clear.
🔗
Extend your sales workflow to Slack
Connect your Flock and Salesforce core setup with Slack to broadcast deal wins and critical customer notes across multiple platforms.
And much more...

Who is Flock + Salesforce integration for?

Connect Salesforce records with Flock communication channels to eliminate manual updates and keep your entire organization aligned on customer data.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Revenue Operations Specialists
Revenue Operations Specialists
Business Development Reps
Business Development Reps
Sales Directors
Sales Directors
📈
Sales Operations Managers
You're reviewing lead conversion numbers and pipeline reports, but your team's communication channels only update when someone manually types status updates, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead lands in your messaging channels instantly and your data stays current.
Account Executives
You need to act fast when high-value prospects arrive, but you find out about new deals too late because CRM notifications get buried in crowded inboxes — with this integration, every new opportunity triggers instant team alerts and your response times drop.
🤝
Customer Success Leads
You answer to clients and management who want to see active ticket resolution progress, but manual handoffs between support logs and team chats cause avoidable delays — with this integration, every new support case alerts your response engineers instantly.
📊
Revenue Operations Specialists
The volume of incoming customer records and subscription accounts is too high for anyone to keep up with by hand, leading to fragmented pipeline tracking — with this integration, every customer interaction is logged and broadcasted automatically.
🎯
Business Development Reps
You own the next outbound follow-up step and depend on inbound lead generation teams to hand over prospect details, but manual notification delays slow down your outreach — with this integration, every qualified lead is routed to your team channel instantly.
📑
Sales Directors
You need a reliable history of team communication tied to closed deals, but keep finding gaps in your activity logs due to missed manual updates — with this integration, every pipeline milestone is recorded and announced without manual effort.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Flock + Salesforce

Build and manage your Flock + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flock + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Flock to Salesforce?
Frequently Asked Questions
You can connect Flock to Salesforce in 1 click using ready templates or ask Integrately AI to build your automation. It links Flock, Salesforce, and tools like Slack, Gmail, and Stripe seamlessly.
Can I automatically send Flock messages when a new lead is created in Salesforce?
Frequently Asked Questions
Can I connect Flock, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flock and Salesforce?
Frequently Asked Questions
How does Flock handle messages and notifications in this integration?
Frequently Asked Questions
Can I sync Salesforce records and trigger team alerts?
Frequently Asked Questions
Do I need coding skills to automate Flock and Salesforce?
Frequently Asked Questions
Is the Flock and Salesforce integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Flock or Salesforce With 1500+ Other Apps

Flock
Popular Flock Integrations
Connect Flock to communication tools, project management apps, and team channels to keep conversations flowing.
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Flock Integrations arrow right
No popular apps found
Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing automation, billing platforms, and analytics tools to keep business data working across your stack.