Microsoft Teams + Salesforce

Notify in Microsoft Teams when new leads are added in Salesforce

Boost your team's responsiveness with this streamlined workflow. Whenever a new lead is entered into Salesforce, a message is instantly sent to your Microsoft Teams chat. This enables your team to instantly connect and engage with the new lead, improving your customer relationships and conversion rates. Experience efficiency like never before with this simple, yet powerful automation.

Boost your team's responsiveness with this streamlined workflow. Whenever a new lead is entered into Salesforce, a message is instantly sent to your Microsoft Teams chat. This enables your team to instantly connect and engage with the new lead, improving your customer relationships and conversion rates. Experience efficiency like never before with this simple, yet powerful automation.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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Supported triggers and actions

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

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    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
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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

Related categories

  • Microsoft
  • Team Chat

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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