Microsoft Teams + Salesforce

Create Salesforce records from new Microsoft Teams channel messages

Keep your sales team informed and efficient with this seamless workflow between Microsoft Teams and Salesforce. When a new message is posted in a Microsoft Teams channel, a record is created in Salesforce to ensure all relevant communication is captured and stored. Save time by eliminating manual data entry and stay focused on closing those deals.

Keep your sales team informed and efficient with this seamless workflow between Microsoft Teams and Salesforce. When a new message is posted in a Microsoft Teams channel, a record is created in Salesforce to ensure all relevant communication is captured and stored. Save time by eliminating manual data entry and stay focused on closing those deals.

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

    Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • MessageRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    • Favorite for All?

    Action
    Write
microsoft-teams logo
microsoft-teams logo

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.
Learn moreHelp

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  • Microsoft
  • Team Chat

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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