Microsoft Teams + Salesforce
Send Microsoft Teams channel messages for updated Salesforce records
Stay informed of updates in your Salesforce records and ensure timely collaboration with your team using this automation. When a field in a Salesforce record is updated, a channel message will be sent in Microsoft Teams to keep everyone in the loop. This workflow helps you efficiently manage your CRM data updates and enhances communication across your team.
Stay informed of updates in your Salesforce records and ensure timely collaboration with your team using this automation. When a field in a Salesforce record is updated, a channel message will be sent in Microsoft Teams to keep everyone in the loop. This workflow helps you efficiently manage your CRM data updates and enhances communication across your team.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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