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Integration guide

Salesforce + Slack, connected through Orbit

CRM context in the inbox, instant alerts in Slack.

How Salesforce and Slack work together on Orbit

Connect both Salesforce and Slack to Orbit so reps see account and opportunity context on every conversation, while the team gets real-time Slack alerts for new conversations and SLA breaches — one platform driving both.

Salesforce integrationSlack integration

Setup steps

  1. Connect Salesforce

    In Settings → Integrations, connect Salesforce so accounts, leads, and opportunities sync into Orbit.

  2. Connect Slack

    Connect Slack and authorize the workspace so Orbit can post alerts to a channel.

  3. Pick your Slack alert channel

    Choose the channel that receives new-conversation and SLA-breach alerts alongside the Salesforce-backed conversation context.

Frequently asked

Does a Salesforce update post to Slack automatically?
Not directly — Salesforce feeds CRM context into the Orbit conversation view, while Slack receives Orbit's own alert events. Combine the two Zapier/n8n connectors if you want a Salesforce-change-to-Slack automation.
Can I use just one of these without the other?
Yes — each connects independently to Orbit; using both together simply means reps get CRM context and Slack alerts on the same conversations.

Connect both in minutes

Salesforce and Slack are two of the integrations in the Orbit marketplace — voice, messaging, email, video, AI agents, and customer data on one platform. Start free, or talk to our team.

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