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Microsoft Teams + Salesforce

Microsoft Teams + Salesforce

Microsoft Teams + Salesforce integrations

Create chat messages in Microsoft Teams for new Salesforce records

Stay on top of your Salesforce records and improve team communication with this efficient workflow. When a new record is created in Salesforce, a chat message will be sent in Microsoft Teams to keep everyone in the loop. This automation helps ensure that your team stays informed and can react swiftly to any new development within your organization.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Send Chat Message
    Send Chat Message
    Send Chat MessageSends a message to an existing chat.
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More things you can do with Salesforce and Microsoft Teams

Discover other triggers and actions you can use with Salesforce and Microsoft Teams

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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