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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 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 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. short arrow
    long arrow
    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

Supported triggers and actions

What does this mean?
microsoft-teams logo
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.

Related categories

  • Microsoft
  • Team Chat

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