Microsoft Teams + Salesforce

Create Salesforce leads from new Microsoft Teams chat messages

Effortlessly capture new leads from Microsoft Teams chat messages and add them to your Salesforce campaigns with this seamless workflow. When a new chat message is detected in Microsoft Teams, this automation will identify potential leads and add them to the designated Salesforce campaign. Stay organized and boost your marketing efforts by ensuring no potential leads are missed.

Effortlessly capture new leads from Microsoft Teams chat messages and add them to your Salesforce campaigns with this seamless workflow. When a new chat message is detected in Microsoft Teams, this automation will identify potential leads and add them to the designated Salesforce campaign. Stay organized and boost your marketing efforts by ensuring no potential leads are missed.

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

    Triggers when a new message is received in a chat.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    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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salesforce logo

About Salesforce

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

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  • CRM (Customer Relationship Management)

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