Rocket.Chat + Salesforce Integration

Integrate Rocket.Chat to Salesforce in one click, or tell Integrately AI how you want each lead handled. Create leads automatically, update your CRM records, alert your team, and trigger follow-ups.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Rocket.Chat
    Message is posted anywhere in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to channel in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to private group in Rocket.Chat Instant
  • Rocket.Chat
    Channel is created in Rocket.Chat
  • Rocket.Chat
    Private group is created in Rocket.Chat
  • 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.
  • Rocket.Chat
    Send channel message in Rocket.Chat
  • Rocket.Chat
    Send direct message in Rocket.Chat
  • Rocket.Chat
    Send private group message in Rocket.Chat
  • Rocket.Chat
    Create channel in Rocket.Chat
  • Rocket.Chat
    Search Channel in Rocket.Chat
  • Rocket.Chat
    Create private group in Rocket.Chat
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record 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 Rocket.Chat + Salesforce Integration

Capture leads, create records, update accounts, alert your team, and send follow-ups, all in just one click.

  • 1of1
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 Rocket.Chat + Salesforce flow

Streamline customer data sync, notify relevant team members instantly, and trigger automated multi-step workflows. Pick a combination and activate it in one click.

Rocket.Chat
Salesforce
+
Jira Software CloudJira Software Cloud (8)
+
Google DriveGoogle Drive (8)
+
HubSpotHubSpot (8)
+
SlackSlack (8)
+
Google CalendarGoogle Calendar (8)
+
ZendeskZendesk (8)
S
J
R
Create a Jira Software Cloud issue for every new Salesforce lead, and notify your team in Rocket.Chat
New Salesforce leads automatically generate corresponding issues in Jira Software Cloud while Rocket.Chat notifies your team instantly.
S
J
R
Log every updated Salesforce contact as a Jira Software Cloud task, and post an update in Rocket.Chat
Updated Salesforce contacts are logged as tasks in Jira Software Cloud and announced in Rocket.Chat automatically.
S
J
R
When a Salesforce opportunity changes stage, update the matching Jira Software Cloud issue and alert your team in Rocket.Chat
Salesforce opportunity stage changes update matching Jira Software Cloud issues and trigger team alerts in Rocket.Chat.
J
S
R
Create a Salesforce task for every resolved Jira Software Cloud issue, and confirm it in Rocket.Chat
Resolved Jira Software Cloud issues automatically create follow-up tasks in Salesforce with confirmations in Rocket.Chat.
S
J
R
If a new Salesforce lead is enterprise tier, create a priority Jira Software Cloud issue and notify your sales channel in Rocket.Chat
Enterprise Salesforce leads trigger priority Jira Software Cloud issues and urgent sales alerts in Rocket.Chat.
J
S
R
When a Jira Software Cloud issue is closed, update the Salesforce record and post the completion in Rocket.Chat
Closed Jira Software Cloud issues update Salesforce records and announce completions in Rocket.Chat.
S
J
R
Use Claude to summarise every new Salesforce case, create a Jira Software Cloud ticket, and post the brief in Rocket.Chat
Claude summarises new Salesforce cases to create structured Jira Software Cloud tickets with team briefs in Rocket.Chat.
S
J
R
Turn every won Salesforce opportunity into a Jira Software Cloud project epic, create the kickoff task, and announce it in Rocket.Chat
Won Salesforce opportunities create Jira Software Cloud project epics with kickoff tasks and Rocket.Chat announcements.

Supported triggers and actions for Rocket.Chat and Salesforce

Mix and match to build the exact automation you need

Rocket.Chat
Rocket.Chat Triggers & Actions
Instant
Message is posted anywhere in Rocket.Chat
Triggers the automation when a new message is posted anywhere
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Instant
Message is posted to channel in Rocket.Chat
Triggers the automation when a new message is posted to a channel
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Instant
Message is posted to private group in Rocket.Chat
Triggers the automation when a new message is posted to a private group
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Channel is created in Rocket.Chat
Triggers the automation when a new channel is created
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Private group is created in Rocket.Chat
Triggers the automation when a private group is created
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Send channel message in Rocket.Chat
Sends a message to a channel
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Send direct message in Rocket.Chat
Sends a private message to a recipient
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Send private group message in Rocket.Chat
Sends a private message to a selected group of users
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Create channel in Rocket.Chat
Creates a new channel
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Search Channel in Rocket.Chat
Searches for a channel
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Create private group in Rocket.Chat
Creates a new private group
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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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Search record using query in Salesforce
Searches for a record using the query provided by the user
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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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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 Rocket.Chat + Salesforce?

Streamline your CRM data management and team notifications with robust automated workflows.

What you can automate?
Create Salesforce leads from Rocket.Chat messages automatically
Send a message in any Rocket.Chat channel to instantly generate a new lead in Salesforce without manual copy-pasting.
📋
Capture every submitted field in your CRM
Map complete contact details, company names, and custom properties from Rocket.Chat conversations straight into Salesforce records.
🔔
Alert your team the moment a lead arrives
Trigger instant notifications in Rocket.Chat whenever a new contact or lead is created in Salesforce.
🔀
Route leads based on submitted criteria
Send enterprise inquiries to dedicated private groups in Rocket.Chat while standard leads go to general channels.
🔄
Keep your CRM records continuously updated
Sync changes made in Rocket.Chat discussions directly with existing Salesforce records and opportunities.
🔍
Prevent duplicate records in your database
Search existing Salesforce records before creating new ones to maintain a clean and organised database.
📉
Manage later status changes and updates
Update Salesforce opportunities and notify your team in Rocket.Chat whenever deal stages or case statuses change.
🌐
Extend your workflow to Jira Software Cloud
Create Jira Software Cloud issues from Salesforce leads while keeping your team updated through Rocket.Chat.
And much more...

Who is Rocket.Chat + Salesforce integration for?

Teams connecting Rocket.Chat and Salesforce eliminate manual data handoffs, ensuring critical CRM records and team communications stay perfectly synchronized in real time.

Performance marketers
Performance marketers
Support managers
Support managers
Client success leads
Client success leads
Sales operations heads
Sales operations heads
Account executives
Account executives
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns and tracking Salesforce leads, but your Rocket.Chat alerts only arrive after manual exports, so the metrics you're reviewing are always hours behind — with this integration, every new lead lands in the channel instantly and your data stays current.
🚨
Support managers
You manage customer inquiries in Salesforce, but urgent cases sit unseen until someone checks the queue manually, so response times slip — with this integration, every critical case triggers an immediate alert in Rocket.Chat and your team responds instantly.
🤝
Client success leads
You update client milestones in Salesforce, but stakeholders find out days later through email threads, so alignment suffers — with this integration, every status change posts directly to Rocket.Chat and your stakeholders stay fully informed.
📊
Sales operations heads
You process high volumes of leads in Salesforce, but manual handoffs to communication channels create severe bottlenecks, so follow-ups stall — with this integration, every new record automates team notifications and your pipeline moves smoothly.
💼
Account executives
You depend on inbound lead handoffs from Salesforce, but delays in team messaging mean warm prospects wait too long, so conversion rates drop — with this integration, every assigned lead alerts you in Rocket.Chat and you engage prospects immediately.
🗂️
Compliance officers
You audit customer records in Salesforce, but scattered team discussions leave missing context across channels, so compliance logs show gaps — with this integration, every customer interaction is logged reliably and your audit trail stays complete.
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 Rocket.Chat + Salesforce

Build and manage your Rocket.Chat + 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 Rocket.Chat + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Rocket.Chat to Salesforce?
Frequently Asked Questions
You can connect Rocket.Chat to Salesforce in one click using pre-built workflows on Integrately, or use Integrately AI to configure custom steps with tools like Slack, HubSpot, and Google Drive.
Can I automatically create Salesforce leads from Rocket.Chat messages?
Frequently Asked Questions
Can I connect Rocket.Chat, Salesforce, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Rocket.Chat and Salesforce?
Frequently Asked Questions
How do Salesforce leads update when messages are posted in Rocket.Chat?
Frequently Asked Questions
Can I send Rocket.Chat notifications when Salesforce records are created?
Frequently Asked Questions
Do I need coding skills to automate Rocket.Chat and Salesforce?
Frequently Asked Questions
Is the Rocket.Chat and Salesforce integration free?
Frequently Asked Questions
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