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Salesforce

Send a message in Microsoft Teams on a new lead (or contact) in Salesforce

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Description

This readymade Salesforce to Microsoft Teams integration template will automatically send a message to the desired channel in Microsoft Teams every time there is a new lead (or contact) in Salesforce.

While setting up your integration, first, connect your Microsoft Teams and Salesforce accounts to Automate.io. Then select the Team and Channel in your Teams account. Now type the message that you would like to send to the channel in the Message content field. Here, you can even map the Lead fields from Salesforce such as Lead First Name, Lead Last Name, Lead Email, Lead Phone, etc. to make your message more detailed.

Instead of new leads, if you want to send notifications about new contacts or opportunities or deals, just change the Salesforce trigger event to the respective one. This template gives you that flexibility. After setting up the integration, turn it ON and proceed to test it out. Automate.io will take over from there and do all the work for you.

How it works?

  • Step 1: This Bot runs whenever there is a new lead (or contact) in Salesforce.

  • Step 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?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

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