Salesforce

Get notifications in Microsoft Teams on new leads in Salesforce

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Description

When you win a new Salesforce lead, it’s always a time for celebration. So why not spread the word and let your team know about it? This Salesforce to Microsoft Teams integration lets you do just that.

It automatically notifies about each new Salesforce lead in the Microsoft Teams channel of your choice. It also comes with a readymade notification message that informs about the lead name, email, and phone number to let your sales team right away get started with contacting them if needed. Of course, you get the option here to modify it as you desire.

Once you’ve set up the integration, the automation kicks in and your team will be notified of new leads as and when they are generated. Now, you will have more time to spend turning that lead into a sale!

How it works?

  • 1

    This Bot runs whenever there is a new lead in Salesforce.

  • 2

    Automate.io sends a message to the selected Microsoft Teams channel.

Apps you need

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

  • Microsoft Teams

    Microsoft Teams is a unified communications platform that combines persistent workplace chat, video meetings, file storage, and application integration

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

Rated 4.8 out of 5 on

Easy

No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.

Trusted Worldwide

Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.

Secure & Reliable

Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.

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