Meet Workbot for Salesforce: The Only Platform Bot for Salesforce

salesforce bot deal desk

A good Salesforce bot can be hard to find. Enter Workbot for Salesforce.

There’s a more up-to-date post by Salesforce MVP Sharon Klardie – Check it Out >

Salesforce users can now work dynamically in Slack with Workbot for Salesforce – the only Slack bot that can understand your specific Salesforce implementation including any custom objects and fields.

Employees are constantly talking to one another, sharing links and getting notifications in Slack. Workbot for Salesforce enhances these activities specifically for the Salesforce user. Instead of a firehose of notifications, Workbot can send you smart, targeted notifications – even notifications that are only relevant to you. If you are discussing a prospect in Slack, Workbot can interpret your URL from Salesforce and show you all of the information within chat. You can even take action from Slack by clicking the buttons displayed under the information prompting you with next steps.

The best part? Workbot for Salesforce is powered by Workato’s powerful integration platform allowing it to understand custom objects and fields as well as allowing you to connect Slack to hundreds of the other business apps you use.

Get notifications that matter

salesforce bot list leads

Slack is a great place to keep track of milestones and get notifications from apps, but they can become tiresome and eventually ignored if you can’t control which kind of notifications are coming. Workbot for Salesforce lets you customize your notifications so only the most relevant ones make it to your channel.

You can receive notifications from Workbot on:

  • New, important leads assigned to you
  • When large opportunities are won
  • New tasks created today
  • Weekly notification of open cases

Beautifully unfurl Salesforce links inside Slack

Workbot automatically displays relevant info from app URLs right in the chat – no need to click on the link, leave Slack, and log into Salesforce to see the information! You can fully customize the information that is displayed.

And the best part? Workbot understands your intent and intelligently prompts possible next steps for you so you can act on the information right in Slack.

Visually track your sales targets

Workbot for Salesforce can send you progress charts on a daily basis automatically so you can monitor your sales targets.

Create a Deal Desk inside of Slack

You can complete approval workflows securely in Slack. Watch below or read more about it here.

Never Forget to Add a Prospect to Salesforce Again and Auto-Enrich the Lead

Workbot can be used to do so many things. The team at Venn Technology uses Workbot to log 60% more data in Salesforce and ensure they never forget to add a prospect to Salesforce again!

Every five minutes, Workbot checks every sales rep’s calendar to see whether a meeting is about to end. If a sales rep is currently in a meeting that is about to wrap up, Workbot sends the rep a Slack notification reminding them that their meeting is ending. If the calendar event was sent to an email address that doesn’t correspond to an existing Salesforce contact, the Slack notification will prompt the rep to create a contact for that person.

The notification also features a “Create” button that sales reps can click to create new Salesforce contacts without leaving the chat console. When the rep hits “Create,” Workbot will query FullContact a contact management and enrichment solution, based on the new contact’s email address. Workbot will then serve any relevant information about the new contact back to the rep in Slack. If it identifies the company the email is associated with, you can create a new organization or update the organization with the click of a button.

From there, Workbot will continue to guide the rep through seamlessly logging the contact with information FullContact found. It will serve information it finds for the contact, such as their job title or role; the rep can choose to log this data in Salesforce as-is or they can edit it.


Get a 360° view of your customers

It takes multiple apps to get your job done, not just Salesforce. With Workbot for Salesforce, you have the option to connect with hundreds of other apps using the Workato platform.

You can customize your own commands to incorporate these apps >

Let Workbot revolutionize how you do work in Slack!


About the author
Kristine Colosimo
Kristine oversees Workato's content and works with awesome apps like DocuSign, Zendesk, SurveyMonkey etc. on great automation content.