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.
- When this happens...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.).
- automatically do this!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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More things you can do with Salesforce and Microsoft Teams
Discover other triggers and actions you can use with Salesforce and Microsoft Teams
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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.
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related Zap Templates
- Post new Salesforce leads to Microsoft Teams channels
- Create Salesforce records from new Microsoft Teams channel messages
- Create Salesforce leads from new Microsoft Teams channel mentions
- Create channels in Microsoft Teams for updated Salesforce records
- Send new Salesforce outbound messages to Microsoft Teams channels
- Send new Salesforce outbound messages to Microsoft Teams chat
- Create chat messages in Microsoft Teams for new Salesforce records
- Create Salesforce leads from new Microsoft Teams chat messages
- Create Salesforce records from new Microsoft Teams chat messages
- Send chat messages in Microsoft Teams when fields on records are updated in Salesforce
- Create Salesforce leads for new Microsoft Teams chats and add them to campaigns
- Create Salesforce leads from new Microsoft Teams chat messages
- Create Salesforce leads for new Microsoft Teams channel mentions
- Send channel messages in Microsoft Teams for updated Salesforce records
- Send Microsoft Teams messages for new Salesforce field history tracking events







