Zapier makes it easy to integrate Microsoft Teams Events with Salesforce - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Transcription" from Microsoft Teams Events.
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
Zapier seamlessly connects Microsoft Teams Events and Salesforce, automating your workflow.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Triggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
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When a Teams webinar ends and an attendance report is created, Zapier matches attendees to existing customer records in Salesforce. This allows your support team to identify engaged customers and tailor follow-ups accordingly.
Customer Support OpsWhen a new transcription is created in Microsoft Teams, Zapier automatically creates a Salesforce case. This makes it easier for IT teams to track and resolve issues discussed during tech-focused webinars, improving service efficiency.
ITWhen someone registers for a webinar in Microsoft Teams, Zapier creates a new lead in Salesforce. This helps ensure webinar registrants are entered into your CRM, enabling timely follow-up and better conversion tracking.
Marketing & Marketing Ops
