Microsoft Teams + Salesforce
Create Salesforce leads for new Microsoft Teams chats and add them to campaigns
Effortlessly manage your leads with this Microsoft Teams and Salesforce integration. Whenever a new chat occurs in Microsoft Teams, this workflow will add a lead to a specified campaign in Salesforce, ensuring a streamlined process for tracking potential clients and boosting your sales team's productivity. Say goodbye to manual data entry, and let this seamless automation handle the work for you.
Effortlessly manage your leads with this Microsoft Teams and Salesforce integration. Whenever a new chat occurs in Microsoft Teams, this workflow will add a lead to a specified campaign in Salesforce, ensuring a streamlined process for tracking potential clients and boosting your sales team's productivity. Say goodbye to manual data entry, and let this seamless automation handle the work for you.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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