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Microsoft Teams + Salesforce

Send channel messages in Microsoft Teams for updated Salesforce records

Stay informed about the latest updates in your Salesforce records and keep your team in the loop with this workflow. When a record is updated in Salesforce, it triggers a message to be sent to a designated channel in Microsoft Teams. This ensures that your team stays updated on any critical changes without manually checking Salesforce, improving communication and efficiency.

Stay informed about the latest updates in your Salesforce records and keep your team in the loop with this workflow. When a record is updated in Salesforce, it triggers a message to be sent to a designated channel in Microsoft Teams. This ensures that your team stays updated on any critical changes without manually checking Salesforce, improving communication and efficiency.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
  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

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    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
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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  • Team Chat

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