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Microsoft Teams + Salesforce

Create Salesforce records from new Microsoft Teams chat messages

Stay on top of important messages in Microsoft Teams and instantly create records in Salesforce with this seamless workflow. Whenever a new chat message is posted in Microsoft Teams, a new Salesforce record will be created, ensuring all relevant information is captured and organized efficiently. Spend less time manually transferring data and focus on driving sales and nurturing relationships with your team's communication.

Stay on top of important messages in Microsoft Teams and instantly create records in Salesforce with this seamless workflow. Whenever a new chat message is posted in Microsoft Teams, a new Salesforce record will be created, ensuring all relevant information is captured and organized efficiently. Spend less time manually transferring data and focus on driving sales and nurturing relationships with your team's communication.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    New Chat Message

    Triggers when a new message is received in a chat.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • TeamRequired

    Trigger
    Polling
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Polling
    Try It
    • TeamRequired

    Trigger
    Polling
    Try It
    • TeamRequired

    • ChannelRequired

    • MessageRequired

    Trigger
    Polling
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Polling
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Polling
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    • Favorite for All?

    Action
    Write
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About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.