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Salesforce + Microsoft Teams Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Microsoft Teams

About Salesforce

Salesforce is a world-renowned cloud-based customer relationship management platform that helps you efficiently establish a long lasting relationship with customers.

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About Microsoft Teams

Microsoft Teams, a part of the Office 365 suite of applications is one of the most efficient cloud-based team collaboration software. The core features include business messaging, calling, video meetings, and file sharing.

Microsoft Teams Integrations
Microsoft Teams Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Popular Salesforce and Microsoft Teams Integrations

  • Salesforce Microsoft Teams

    Salesforce + Microsoft Teams

    Send a Message in Microsoft Teams Channel Whenever a New Opportunity Is Created in Salesforce Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Microsoft Teams Send Channel Messages
    If you want to keep your team members on Microsoft Teams informed about every new Salesforce opportunity, then this connect is great for you. With this Connect, whenever a new opportunity is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Microsoft Teams channel. An important point to remember here is that this Connect doesn’t send messages for existing opportunities in your Salesforce account but will send a message for every new opportunity after the integration has been set up.
    How This Integration Works
    • Triggers when a new opportunity is created on Salesforce
    • Appy Pie Connect sends a message to your Microsoft Teams channel
    What is Needed for This Integration
    • A Salesforce account
    • A Microsoft Teams Account
  • Salesforce Microsoft Teams

    Salesforce + Microsoft Teams

    Send a Message to a Channel in Microsoft Teams Whenever a New Task is Created in Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to keep a track of your Salesforce account without having to log in? Don’t worry, we are here to help you! After setting up this integration, every time a new task is created in Salesforce, Appy Pie Connect will automatically send a message to a channel in Microsoft Teams. Don’t wait and try out this Connect now to keep your business competitive.
    How this Microsoft Teams - Salesforce integration works
    • A new task is created in Salesforce
    • Appy Pie Connect sends a message to a specific Microsoft Teams channel
    What is Needed for This Integration
    • A Salesforce account
    • A Microsoft Teams Account
  • Salesforce Microsoft Teams

    Salesforce + Microsoft Teams

    Send Message to a Channel on Microsoft Teams When a New Lead is Created in Salesforce Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Set up this Microsoft Teams - Salesforce integration and we will watch your Salesforce for you. Once this integration is live, whenever a new lead is created on Salesforce, a message is automatically sent to a Channel on Microsoft Teams. Don’t wait, just sign up for Appy Pie Connect and start connecting your Microsoft Teams and Salesforce now!
    How This Integration Works
    • A new lead is created in Salesforce
    • Appy Pie Connect sends a message to a channel in Microsoft Teams
    What is Needed for This Integration
    • A Salesforce account
    • A Microsoft Teams Account
  • Salesforce Microsoft Teams

    Salesforce + Microsoft Teams

    Notify in Microsoft Teams Channel when an Opportunity Stage changed in Salesforce Read More...
    When this happens...
    Salesforce Opportunity Stage Change
     
    Then do this...
    Microsoft Teams Send Channel Messages
    A powerful team communication platform, Microsoft Teams brings all your communication together in one place. Every member in the Microsoft Teams channel is important to you. Hence, you need to keep every team member informed about the latest happenings in the business process. After setting this integration up, whenever an Opportunity Stage is changed on Salesforce, Appy Pie Connect will instantly post that deal to a Microsoft Teams channel of your choice, keeping your team informed about Opportunity Stage changed in Salesforce.
    How This Integration Works
    • When an opportunity stage is added to in Salesforce
    • Appy Pie Connect post that deal to a Microsoft Teams channel of your choice
    What You Need
    • A Salesforce account
    • A Microsoft Teams account
  • Salesforce Microsoft Teams

    Salesforce + Microsoft Teams

    Notify in Microsoft Teams Channel when an Account created in Salesforce Read More...
    When this happens...
    Salesforce New Account
     
    Then do this...
    Microsoft Teams Send Channel Messages
    A powerful team communication platform, Microsoft Teams brings all your communication together in one place. Every member in the Microsoft Teams channel is important to you. Hence, you need to keep every team member informed about the latest happenings in the business process. After setting this integration up, whenever an account is added in Salesforce, Appy Pie Connect will instantly post that deal to a Microsoft Teams channel of your choice, keeping your team informed about every new account in Salesforce.
    How This Integration Works
    • When an account is added to in Salesforce
    • Appy Pie Connect post that deal to a Microsoft Teams channel of your choice
    What You Need
    • A Salesforce account
    • A Microsoft Teams account
  • Salesforce Microsoft Teams

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    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
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Connect Salesforce + Microsoft Teams in easier way

It's easy to connect Salesforce + Microsoft Teams without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

How Salesforce & Microsoft Teams Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Teams as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Teams with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

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