Connect Microsoft Teams to Salesforce
Access Salesforce records from Teams and get deal updates in channels.
Communication
CRM
M
Microsoft Teams
Communication
S
Salesforce
CRM
Why Integrate Microsoft Teams with Salesforce?
Record search in Teams
Deal alerts
Quick updates
Meeting context
How the Integration Works
Triggers (When something happens in Microsoft Teams)
Deal stage changed
Task assigned
Meeting scheduled
Actions (What happens in Salesforce)
Post to channel
Search records
Update deal
Integration Options
Native Integration
If Microsoft Teams or Salesforce offers a built-in connection
Free - Limited
Zapier / Make
No-code automation with basic triggers and actions
$20-100/mo
Custom Integration
Full API access with custom logic and error handling
One-time build
Need a Custom Microsoft Teams + Salesforce Integration?
We build robust integrations that go beyond what Zapier can do. Real-time sync, error handling, and custom business logic.
Discuss Your Integration