Salesforce + Microsoft Teams Integrations

How to connect Salesforce + Microsoft Teams

Zapier lets you send info between Salesforce and Microsoft Teams automatically—no code required.

When this happens...

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

automatically do this!

Create Channel

Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

Popular Salesforce + Microsoft Teams workflows

Our most popular Zap! arrow pointing down

Post new Salesforce leads to a Microsoft Teams channel
premium
Salesforce
More details
When this happens
Step 1: New Record
See Zap details Try it
Post new Salesforce leads to a Microsoft Teams channel
premium
Post new Salesforce leads to a Microsoft Teams channel
Salesforce

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Microsoft Teams
Triggers when a new channel is created within a team.
Scheduled
Trigger
Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action

How Salesforce + Microsoft Teams Integrations Work

Step 1: Authenticate Salesforce + Microsoft Teams.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Salesforce + Microsoft Teams

About Salesforce

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

Learn More

Related categories

CRM (Customer Relationship Management)

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.