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Microsoft Teams + Salesforce

Microsoft Teams + Salesforce

Microsoft Teams + Salesforce integrations

Send channel messages in Microsoft Teams for updated Salesforce records

Stay informed about the latest updates in your Salesforce records and keep your team in the loop with this workflow. When a record is updated in Salesforce, it triggers a message to be sent to a designated channel in Microsoft Teams. This ensures that your team stays updated on any critical changes without manually checking Salesforce, improving communication and efficiency.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
  2. automatically do this!
    Send Bot Message
    Send Bot Message
    Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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