Microsoft Teams + Salesforce Integration

Integrate Microsoft Teams to Salesforce in one click, or tell Integrately AI how you want each record handled. Search users, create records, update entries, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Microsoft Teams + Salesforce Integration

Capture messages, create records, update entries, and notify team members, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Microsoft Teams Integration

Send Microsoft Teams message for new Salesforce record

Automatically sending a Microsoft Teams message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Microsoft Teams integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Microsoft Teams message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Microsoft Teams Integration

Send Microsoft Teams message for new Salesforce task

With this Salesforce - Microsoft Teams integration, whenever a new task is created in Salesforce, message will be sent via Microsoft Teams. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + Microsoft Teams Integration

Send Microsoft Teams message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Teams message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Teams + Salesforce flow

Sync your records to project boards, notify messaging channels, and trigger support tickets as soon as updates happen. Pick a combination and activate it in one click.

Microsoft Teams
Salesforce
+
Jira Software CloudJira Software Cloud (2)
+
SlackSlack (1)
+
HubSpotHubSpot (1)
+
AsanaAsana (1)
+
Google DriveGoogle Drive (1)
+
ZendeskZendesk (1)
S
J
M
Create a Jira Software Cloud issue when a Salesforce record is created, and send a channel message in Microsoft Teams
Every new Salesforce record generates a tracking issue in Jira Software Cloud and notifies your team in Microsoft Teams, keeping everyone aligned without manual data entry.
S
M
J
Send a Microsoft Teams channel message when a Salesforce lead is updated, and update the issue in Jira Software Cloud
Keep your engineering team informed in Microsoft Teams and update Jira Software Cloud issues whenever Salesforce leads change.

Supported triggers and actions for Microsoft Teams and Salesforce

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Microsoft Teams + Salesforce?

Streamline your pipeline by automating data syncs, notifications, and record updates between Microsoft Teams and Salesforce.

What you can automate?
🔄
Sync Microsoft Teams messages to Salesforce records
Create Salesforce records automatically whenever messages are posted in Microsoft Teams channels. Eliminate manual copying and keep your team aligned.
📋
Capture every detail from submitted records
Map all available fields from Salesforce leads, contacts, and opportunities directly into Microsoft Teams notifications so your team sees the complete picture.
🔔
Alert the right team member instantly
Send targeted Microsoft Teams channel messages or direct chats the moment a new Salesforce record is created or updated.
🔀
Route updates based on specific field values
Trigger different actions in Microsoft Teams depending on whether a Salesforce opportunity or lead matches specific criteria like value or tier.
📝
Keep your CRM records continuously updated
Reflect chat discussions and channel updates back into Salesforce records to maintain an accurate history of every customer interaction.
🔍
Upsert records to prevent duplicate entries
Search existing Salesforce records before creating new ones, updating current entries when matches are found to keep your database clean.
🏷️
Manage later status changes and deal stages
Trigger automated Microsoft Teams notifications whenever Salesforce opportunities, cases, or quotes move to closed, won, or updated stages.
🔌
Extend your workflow to Slack or Jira
Take data from your Microsoft Teams and Salesforce core pair and automatically create Jira issues or Slack alerts in a multi-step pipeline.
And much more...

Who is Microsoft Teams + Salesforce integration for?

Sales teams, account managers, and support leads rely on this integration to eliminate manual data entry, streamline communication, and keep every record updated instantly.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Sales Development Representatives
Sales Development Representatives
Project Coordinators
Project Coordinators
Data Compliance Officers
Data Compliance Officers
📈
Sales Operations Managers
You report on this and decide from it, but the numbers are always stale when team updates lag behind actual pipeline changes — with this integration, every Salesforce record stays perfectly aligned with Microsoft Teams activity.
Account Executives
You need to act fast, and you find out too late when critical client updates sit buried across different departmental tools — automating both apps means every lead change triggers instant Microsoft Teams notifications so you never miss a beat.
🤝
Customer Success Leads
You answer to a client or an outside party who wants to see progress on every open case and support ticket — this integration means all team conversations and Salesforce records link up to show transparent, real-time updates.
📊
Sales Development Representatives
The volume is too high for anyone to keep up by hand with manual data copying between your chat platform and your CRM — connecting these apps means every new lead and contact transfers automatically without human error.
🔄
Project Coordinators
You own the next step and depend on someone upstream to hand over customer details before you can begin your work — automating both apps means Salesforce triggers instantly alert your Microsoft Teams workspace the moment data arrives.
🗂️
Data Compliance Officers
You need a reliable history and keep finding gaps in customer records due to inconsistent manual logging habits — this integration means every interaction and record update is captured precisely without missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Teams + Salesforce

Build and manage your Microsoft Teams + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Teams to Salesforce?
Frequently Asked Questions
You can connect Microsoft Teams to Salesforce in 1-click using ready templates on Integrately, or ask Integrately AI to build the automation. It takes less than two minutes to sync your chat updates and CRM records alongside tools like Slack, HubSpot, and Asana.
Can I automatically sync Salesforce leads to Microsoft Teams channels?
Frequently Asked Questions
Can I connect Microsoft Teams, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Teams and Salesforce?
Frequently Asked Questions
How are Microsoft Teams messages used to update Salesforce records?
Frequently Asked Questions
Can Salesforce field updates trigger Microsoft Teams notifications?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Teams and Salesforce?
Frequently Asked Questions
Is the Microsoft Teams and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Teams or Salesforce With 1500+ Other Apps

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Popular Microsoft Teams Integrations
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Salesforce
Popular Salesforce Integrations
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