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Microsoft Teams + Salesforce

Post new Salesforce leads to Microsoft Teams channels

Get a new customer, send a message! Easy as that, except that you don't have to do the work. For new leads in Salesforce, we'll automatically send messages to your team members in Microsoft Teams. Now, you and your team members will have more time to spend turning that lead into a sale!

Get a new customer, send a message! Easy as that, except that you don't have to do the work. For new leads in Salesforce, we'll automatically send messages to your team members in Microsoft Teams. Now, you and your team members will have more time to spend turning that lead into a sale!

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    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.
Learn moreHelp

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  • Microsoft
  • Team Chat

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