Microsoft Teams + Salesforce
Create Salesforce leads from new Microsoft Teams channel mentions
Easily turn Microsoft Teams channel mentions into new leads in Salesforce with this efficient workflow. Whenever a channel mention occurs in Microsoft Teams, it will trigger the creation of a lead in your Salesforce account, ensuring you never miss an opportunity to follow up on potential clients. Stay organized and save time by streamlining your lead management process.
Easily turn Microsoft Teams channel mentions into new leads in Salesforce with this efficient workflow. Whenever a channel mention occurs in Microsoft Teams, it will trigger the creation of a lead in your Salesforce account, ensuring you never miss an opportunity to follow up on potential clients. Stay organized and save time by streamlining your lead management process.
- When this happens...New Channel Mention
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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