Platforms
CX Labs connects Slack to Salesforce and builds the workflow automation around it, so CRM records reach the channel where the work actually happens.
Slack is where a lot of teams now do the work rather than only talk about it. Channels hold the conversation, the files, the apps, and increasingly the automation around a piece of work.
CX Labs connects that to the CRM. Salesforce’s own Slack integration can bring account, pipeline, and case records into the channel a team already operates in, so people act on current data without changing tools. We design what surfaces there, the channel structure behind it, and the return path — so a decision taken in Slack updates the record instead of staying in a thread.
Alongside the integration we build automation with Workflow Builder: approvals, intake forms, request routing, and the recurring chasing that otherwise falls to a person.
We are most often brought in after an integration has been switched on and the volume has become unmanageable. The fix is rarely more notifications. It is deciding what genuinely needs a human, and letting the rest stay in the system of record.
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Cases arrived by portal, by email and by phone, and nobody could see the whole picture of a client. Salesforce now pushes cases and opportunities into dedicated Slack channels, so support and sales are looking at the same thing.
SureStep's marketing team needed a developer every time they wanted a lead form. They now build campaigns themselves on Experience Cloud, more than 75 pieces of gated content run through it, and Slack tells sales when a lead lands.
CX Labs was super helpful to getting Slack integrated with Salesforce. We wanted a few integrations to track when new Leads were coming in so our teams knew to engage with prospective customers and the interface to a...
Integrations that move data between sales, service, marketing, finance, support, and custom platforms — so it lands where the work happens.
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