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Set up your first integration
Quickly connect Salesforce to Google Chat with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Google Chat - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create Message" in Google Chat.
You’re connected!
Zapier seamlessly connects Salesforce and Google Chat, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and Google Chat
Notifying teams in Google Chat for closed deals
When a deal is marked as closed in Salesforce, Zapier sends a notification to a specific Google Chat room so stakeholders are informed promptly about the win. This keeps everyone aligned and reduces the need for manual status updates.
Business Owner
Updating records based on Google Chat requests
When a request is received in a monitored Google Chat room, Zapier updates corresponding records in Salesforce automatically. This cuts down on repetitive data entry and ensures quicker response times to internal requests.
ITAnnouncing new leads to the team via Google Chat
When a new lead is entered in Salesforce, Zapier creates a message in a designated Google Chat room to alert the marketing team immediately, enabling rapid follow-ups and improved lead engagement.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate Google Chat on the Zapier blog
Frequently Asked Questions about Salesforce + Google Chat integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Google Chat
How do I integrate Salesforce with Google Chat?
To integrate Salesforce with Google Chat, you can use automation platforms that support both apps, like Zapier, to create 'Zaps' that trigger actions in one app based on certain events in the other. For example, you might set a trigger for new Salesforce records that sends a message in Google Chat.
What triggers can I use for Salesforce within this integration?
In this integration, you can use various triggers such as new lead creation, updated opportunities, or changes in case status in Salesforce to initiate actions in Google Chat.
What actions can be performed in Google Chat as part of the integration with Salesforce?
Supported actions include sending messages to specific chat rooms or users when triggers from Salesforce occur. For example, you could post a message to a team room whenever a deal is set to 'Closed Won'.
Can I customize notifications from Salesforce into Google Chat?
Yes, you can customize the notifications. When setting up the integration, you have flexibility over which fields from Salesforce are included in the Google Chat messages and how these messages are formatted.
Is it possible to broadcast alerts for all Salesforce updates into a group chat room?
While it's possible to send alerts for specific types of updates like new leads or closed deals, we recommend filtering notifications to avoid overwhelming your chat room with too much information. You can set up multiple Zaps targeting different events tailored to your team's needs.
Do I need technical expertise to set up the integration between Salesforce and Google Chat?
No technical expertise is required. Our platform provides an intuitive interface that guides you through selecting triggers and specifying actions without any coding necessary.
Can I undo an action sent from Salesforce to Google Chat if it was triggered by mistake?
Though real-time messages once sent can't be retracted automatically through this integration, you will need manual intervention within the Google Chat interface or delete these from your history if needed.
