Microsoft Teams + Salesforce
Create records in Salesforce when new channels emerge in Microsoft Teams
Easily streamline your workflow by setting up an automation that instantly creates a new record in Salesforce every time a fresh channel is established in Microsoft Teams. This efficient process ensures important data is saved promptly in Salesforce, reducing the risk of losing valuable information. Perfect for businesses aiming to keep track of their Teams channels in a consolidated, easily manageable manner.
Easily streamline your workflow by setting up an automation that instantly creates a new record in Salesforce every time a fresh channel is established in Microsoft Teams. This efficient process ensures important data is saved promptly in Salesforce, reducing the risk of losing valuable information. Perfect for businesses aiming to keep track of their Teams channels in a consolidated, easily manageable manner.
- When this happens...New Channel
Triggers when a new channel is created within a team.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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