Microsoft Teams
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Microsoft Teams and Salesforce Integration

Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Send instant messages to users or channels in Microsoft Teams. Do much more by connecting Microsoft Teams and Salesforce.

Quickly get started with the most popular workflow - Get notifications in Microsoft Teams on new leads in Salesforce or explore other prebuilt bot template Automate Microsoft Teams and Salesforce in under 3 minutes and save yourself hours every week.

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Popular Integrations

  • Salesforce - New Lead
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    Microsoft Teams - Send a Channel Message

    Get notifications in Microsoft Teams on new leads in Salesforce

    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.

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    Show More
  • Salesforce - New Contact
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    Microsoft Teams - Send a Channel Message

    Send a Channel Message in Microsoft Teams on a New Contact in Salesforce

  • Salesforce - New Contact
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    Microsoft Teams - Send a Chat Message

    Send a Chat Message in Microsoft Teams on a New Contact in Salesforce

  • Salesforce - New Lead
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    Microsoft Teams - Send a Chat Message

    Send a Chat Message in Microsoft Teams on a New Lead in Salesforce

  • Salesforce - New Opportunity
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    Microsoft Teams - Send a Channel Message

    Send a Channel Message in Microsoft Teams on a New Opportunity in Salesforce

  • Salesforce - Updated Opportunity
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    Microsoft Teams - Send a Channel Message

    Send a Channel Message in Microsoft Teams on a Updated Opportunity in Salesforce

  • Salesforce - New Opportunity
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    Microsoft Teams - Send a Chat Message

    Send a Chat Message in Microsoft Teams on a New Opportunity in Salesforce

  • Salesforce - Updated Opportunity
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    Microsoft Teams - Send a Chat Message

    Send a Chat Message in Microsoft Teams on a Updated Opportunity in Salesforce

Looking for something else?


Create your own Integration

Connect Microsoft Teams and Salesforce the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • Microsoft Teams - New Channel Message

    New Channel Message

    Triggers when a new Message is Posted to a selected Channel

  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact

  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created

  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead

  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity

  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated

  • Salesforce - New Account

    New Account

    Triggers when there is a new Account

  • Salesforce - New Event

    New Event

    Triggers when there is a new Event

  • Salesforce - New Task

    New Task

    Triggers when there is a new Task

  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated

  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated

  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated

  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated

  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated

  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated

  • Salesforce - New Case

    New Case

    Triggers when there is a new Case

  • Salesforce - New Note

    New Note

    Triggers when there is a new Note

  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated

  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed

  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

Do this

ACTIONS
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact

  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead

  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account

  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object

  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event

  • Salesforce - Add a Note

    Add a Note

    Creates a new Note

  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity

  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task

  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log

  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)

  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case

  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact

  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact

  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity

  • Salesforce - Search an Account

    Search an Account

    Search Accounts

  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts

  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects

  • Salesforce - Search an Event

    Search an Event

    Search Events

  • Salesforce - Search a Lead

    Search a Lead

    Search Leads

  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities

  • Salesforce - Search a Task

    Search a Task

    Search Tasks

  • Salesforce - Search a User

    Search a User

    Search Users

  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

  • Salesforce - Search a Case

    Search a Case

    Search Cases

  • Salesforce - Search a Folder

    Search a Folder

    Search Folders

  • Microsoft Teams - Send a Chat Message

    Send a Chat Message

    Send a new Chat Message

  • Microsoft Teams - Send a Channel Message

    Send a Channel Message

    Send a Message to a selected channel

  • Microsoft Teams - Create a Channel

    Create a Channel

    Create a new Channel in Microsoft Teams

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect Microsoft Teams and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Wrike
ClickUp
Notion

Project Management

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Microsoft Teams Workflow

Microsoft Teams

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Salesforce Workflow

Salesforce

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AWeber
Mailchimp
Salesforce Marketing Cloud

Marketing

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