Microsoft Teams + Salesforce
Create Salesforce records from new Microsoft Teams chat messages
Stay on top of important messages in Microsoft Teams and instantly create records in Salesforce with this seamless workflow. Whenever a new chat message is posted in Microsoft Teams, a new Salesforce record will be created, ensuring all relevant information is captured and organized efficiently. Spend less time manually transferring data and focus on driving sales and nurturing relationships with your team's communication.
Stay on top of important messages in Microsoft Teams and instantly create records in Salesforce with this seamless workflow. Whenever a new chat message is posted in Microsoft Teams, a new Salesforce record will be created, ensuring all relevant information is captured and organized efficiently. Spend less time manually transferring data and focus on driving sales and nurturing relationships with your team's communication.
- When this happens...New Chat Message
Triggers when a new message is received in a chat.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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