Capture Salesforce Leads from Slack

Yes, our agent supports creating standard objects (Leads, Accounts, Contacts, Opportunities) and any Custom Objects you have defined.

Yes, you can configure duplicate rules (e.g., match by Email) to update existing records instead of creating duplicates.

Yes, you can save a Slack conversation as a "Log a Call" or "Task" activity on a Lead or Contact record.

Yes, we can map Slack users to Salesforce Users to automatically set the Owner field.

Our agent respects your Validation Rules and will prompt the user in Slack to provide any missing mandatory information.

Yes, RhinoAgents works in private channels and direct messages once invited.

Yes, you can post a full thread transcript to the Notes or Description field of a Salesforce record.

Yes, files uploaded to Slack can be attached to the Salesforce record automatically.

This workflow handles Slack to Salesforce. For Salesforce alerts in Slack, check our "Salesforce to Slack" integration.

Yes, use slash commands to search for Records and post card summaries into the channel.

Yes, you can connect to Production or Sandbox environments for testing.

Yes, Slack markdown is converted to text friendly for Salesforce Rich Text fields.

Yes, when creating a Lead, you can specify a Campaign ID to associate it with.

Yes, you can quickly create a Salesforce Task for yourself or another user directly from a message.

Yes, we support OAuth 2.0 authentication and do not store your CRM data, acting only as a secure conduit.