Microsoft Teams + Salesforce
Create Salesforce records from new Microsoft Teams channel messages
Keep your sales team informed and efficient with this seamless workflow between Microsoft Teams and Salesforce. When a new message is posted in a Microsoft Teams channel, a record is created in Salesforce to ensure all relevant communication is captured and stored. Save time by eliminating manual data entry and stay focused on closing those deals.
Keep your sales team informed and efficient with this seamless workflow between Microsoft Teams and Salesforce. When a new message is posted in a Microsoft Teams channel, a record is created in Salesforce to ensure all relevant communication is captured and stored. Save time by eliminating manual data entry and stay focused on closing those deals.
- When this happens...New Channel Message
Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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