Microsoft Teams + Salesforce

Send chat messages in Microsoft Teams when records are updated in Salesforce

Stay informed on all your sales updates, right from your Microsoft Teams workspace. This workflow springs into action when there are alterations to your Salesforce records, promptly keeping your team up-to-date by sending a chat message in Microsoft Teams. It's an efficient way to ensure all team members are abreast with changes in real-time, improving communication and fostering collaboration. Get on top of every change, instantaneously.

Stay informed on all your sales updates, right from your Microsoft Teams workspace. This workflow springs into action when there are alterations to your Salesforce records, promptly keeping your team up-to-date by sending a chat message in Microsoft Teams. It's an efficient way to ensure all team members are abreast with changes in real-time, improving communication and fostering collaboration. Get on top of every change, instantaneously.

  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 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
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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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  • Team Chat

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salesforce logo

About Salesforce

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

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  • CRM (Customer Relationship Management)

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