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Zapier makes it easy to integrate Microsoft Teams with Salesforce - no code necessary. See how you can get setup in minutes.
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Microsoft Teams
Microsoft Teams
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Microsoft Teams
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Microsoft Teams and Salesforce, 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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Teams and Salesforce with AI agents and code
Beyond Zap workflows. Call Microsoft Teams and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Teams and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Channel
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Teams and Salesforce
Create Salesforce contacts from Teams chats.
When a new chat starts in Microsoft Teams discussing potential clients, Zapier automatically creates a new contact in Salesforce. This helps keep the sales pipeline organized and reduces missed opportunities.
Whenever a specific field in Salesforce is updated, like the status of a critical case, Zapier sends an alert in Microsoft Teams. This automation minimizes communication delays and ensures everyone stays in the loop on high-priority matters.
When new leads are created in Salesforce, Zapier sends notifications to a designated Microsoft Teams channel. This keeps your marketing team informed and enables swift follow-ups without manual tracking.
Learn how to automate Microsoft Teams on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Microsoft Teams to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Teams + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Salesforce
How do I start integrating Microsoft Teams with Salesforce?
To begin integrating Microsoft Teams with Salesforce, first ensure you have access to both platforms. Then, visit our platform and set up a 'Zap' connecting the two. Select Salesforce as the trigger app and define an action in Microsoft Teams, such as sending a channel message.
What triggers are available for Microsoft Teams and Salesforce integration?
When integrating Salesforce with Microsoft Teams, you can use triggers like 'New Lead', 'Updated Opportunity', or 'New Task' in Salesforce to initiate actions in Microsoft Teams.
Can I automate sending a notification in Teams when a lead status changes in Salesforce?
Yes, you can automate notifications by setting up a zap where the trigger is an 'Updated Lead' in Salesforce. The action will be sending a message to a specified channel or user in Microsoft Teams.
Is it possible to create records in Salesforce from messages in Microsoft Teams?
Yes, it's possible. You can select Microsoft Teams as your trigger app and choose triggers like 'New Message Posted to Channel'. The action can then be set up to create records such as leads or tasks within Salesforce.
What happens if there's a failure during the integration process?
If there's an integration failure, our platform provides detailed error messages that help pinpoint the issue. You can adjust your zap configurations accordingly or reach out for support if needed.
How can I track changes made through this integration?
For tracking changes made through the integration, you can utilize logs and history features on our platform to monitor all successful and failed zap executions across Microsoft Teams and Salesforce.
'Is there a limit on how many actions I can perform per zap for this integration?'
'Our pricing plans may include limits on tasks or zaps per month. Check your specific plan details for task limitations involving integrations between Microsoft Teams and Salesforce.'
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.
