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.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    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.

    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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About Salesforce

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

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