Microsoft Teams + Salesforce
Create chat messages in Microsoft Teams for new Salesforce records
Stay on top of your Salesforce records and improve team communication with this efficient workflow. When a new record is created in Salesforce, a chat message will be sent in Microsoft Teams to keep everyone in the loop. This automation helps ensure that your team stays informed and can react swiftly to any new development within your organization.
Stay on top of your Salesforce records and improve team communication with this efficient workflow. When a new record is created in Salesforce, a chat message will be sent in Microsoft Teams to keep everyone in the loop. This automation helps ensure that your team stays informed and can react swiftly to any new development within your organization.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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