Microsoft Teams + Salesforce
Create Salesforce leads for new Microsoft Teams chats and add them to campaigns
Effortlessly manage your leads with this Microsoft Teams and Salesforce integration. Whenever a new chat occurs in Microsoft Teams, this workflow will add a lead to a specified campaign in Salesforce, ensuring a streamlined process for tracking potential clients and boosting your sales team's productivity. Say goodbye to manual data entry, and let this seamless automation handle the work for you.
Effortlessly manage your leads with this Microsoft Teams and Salesforce integration. Whenever a new chat occurs in Microsoft Teams, this workflow will add a lead to a specified campaign in Salesforce, ensuring a streamlined process for tracking potential clients and boosting your sales team's productivity. Say goodbye to manual data entry, and let this seamless automation handle the work for you.
- When this happens...
New ChatTriggers when a new chat is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Lead to CampaignAdds an existing lead to an existing campaign.
ActionWriteCreate a new record or update an existing record in your app.
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ChatRequired
Exclude messages by you?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
MessageRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
Message Text Format
Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send ToRequired
Message Text (Optional)
Card TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChat IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
TeamRequired
ChannelRequired
Member
Highlight Word
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
Channel NameRequired
Description
Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team Member(s)Required
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Public ChannelRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChat IDRequired
Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeamRequired
Channel NameRequired
Include Archived Channels
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Teams
About Salesforce
Related categories
Related Zap Templates
- Send Microsoft Teams channel messages for updated Salesforce records
- Post new Salesforce leads to Microsoft Teams channels
- Send new Salesforce outbound messages to Microsoft Teams chat
- Create Salesforce records from new Microsoft Teams channel messages
- Create chat messages in Microsoft Teams for new Salesforce records
- Create Salesforce leads from new Microsoft Teams chat messages
- Create Salesforce leads from new Microsoft Teams channel mentions
- Create Salesforce leads from new Microsoft Teams chat messages
- Create Salesforce leads for new Microsoft Teams channel mentions
- Create channels in Microsoft Teams for updated Salesforce records
- Create Salesforce records from new Microsoft Teams chat messages
- Send channel messages in Microsoft Teams for updated Salesforce records
- Send new Salesforce outbound messages to Microsoft Teams channels
- Send chat messages in Microsoft Teams when fields on records are updated in Salesforce
- Send Microsoft Teams messages for new Salesforce field history tracking events
- Send channel messages in Microsoft Teams for new leads in Salesforce
- Create records in Salesforce when new channels emerge in Microsoft Teams
- Notify in Microsoft Teams when new leads are added in Salesforce
- Send chat messages in Microsoft Teams when records are updated in Salesforce
- Send chat messages in Microsoft Teams when new contacts are added in Salesforce
- Send new Salesforce outbound messages to Microsoft Teams channel
- Send Salesforce deals to a Teams channel with a ChatGPT summary
- Validate new Salesforce leads with VATFix and create Microsoft Teams chats and send messages
Related Zap Templates
- Send Microsoft Teams channel messages for updated Salesforce records
- 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
- Post new Salesforce leads to Microsoft Teams channels
- 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
- Send new Salesforce outbound messages to Microsoft Teams chat
- 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