Microsoft Teams + Salesforce
Create Salesforce leads for new Microsoft Teams channel mentions
Instantly add new Microsoft Teams channel mentions to your Salesforce campaigns with this seamless workflow. Whenever a new channel mention occurs in Microsoft Teams, a lead will be added to the specified campaign in Salesforce, ensuring your team stays up-to-date and organized. Enhance your team's collaboration and sales efforts with this efficient automation.
Instantly add new Microsoft Teams channel mentions to your Salesforce campaigns with this seamless workflow. Whenever a new channel mention occurs in Microsoft Teams, a lead will be added to the specified campaign in Salesforce, ensuring your team stays up-to-date and organized. Enhance your team's collaboration and sales efforts with this efficient automation.
- When this happens...New Channel Mention
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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