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Microsoft Teams + Salesforce

Microsoft Teams + Salesforce

Microsoft Teams + Salesforce integrations

Send Microsoft Teams channel messages for updated Salesforce records

Stay informed of updates in your Salesforce records and ensure timely collaboration with your team using this automation. When a field in a Salesforce record is updated, a channel message will be sent in Microsoft Teams to keep everyone in the loop. This workflow helps you efficiently manage your CRM data updates and enhances communication across your team.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this!
    Send Bot Message
    Send Bot Message
    Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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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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