Microsoft Teams + Salesforce
Create channels in Microsoft Teams for updated Salesforce records
Keep your team informed and organized by connecting Salesforce and Microsoft Teams with this seamless workflow. Whenever a record is updated in Salesforce, a new channel will be created in Microsoft Teams, providing your team with a centralized location to collaborate and discuss updates. Streamline your sales process and enhance team communication with this efficient automation.
Keep your team informed and organized by connecting Salesforce and Microsoft Teams with this seamless workflow. Whenever a record is updated in Salesforce, a new channel will be created in Microsoft Teams, providing your team with a centralized location to collaborate and discuss updates. Streamline your sales process and enhance team communication with this efficient automation.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
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