Dovetail + Salesforce + Slack Integrations

How to connect Dovetail + Salesforce + Slack

Zapier lets you send info between Dovetail and Salesforce and Slack automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Dovetail + Salesforce + Slack

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dovetail, Salesforce, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • Project

    Trigger
    Scheduled
    Try It
  • Dovetail triggers, actions, and search

    Updated Project

    Triggers when a project is updated.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Title

    • Content

    • Published

    • Append content if insight exists

    Action
    Write
    • Name

    Action
    Write
  • Dovetail triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
    • ChannelRequired

    • TextRequired

    • TimestampRequired

    • Custom fields

    Action
    Write
    • ProjectRequired

    • Title

    • Content

    • Analyze sentiment

    • Append content if note exists

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

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How Dovetail + Salesforce + Slack Integrations Work

  1. Step 1: Authenticate Dovetail, Salesforce, and Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn more

Related categories

  • Project Management
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn moreHelp

Related categories

  • Team Chat

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