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Microsoft Teams + Salesforce

Send Microsoft Teams channel messages for updated Salesforce records

Stay informed of updates in your Salesforce records and ensure timely collaboration with your team using this automation. When a field in a Salesforce record is updated, a channel message will be sent in Microsoft Teams to keep everyone in the loop. This workflow helps you efficiently manage your CRM data updates and enhances communication across your team.

Stay informed of updates in your Salesforce records and ensure timely collaboration with your team using this automation. When a field in a Salesforce record is updated, a channel message will be sent in Microsoft Teams to keep everyone in the loop. This workflow helps you efficiently manage your CRM data updates and enhances communication across your team.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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.

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About Salesforce

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