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Microsoft Teams logo
Salesforce logo

Connect Microsoft Teams to Salesforce

Automate workflows and sync data between Microsoft Teams and Salesforce with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Teams & Salesforce?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Teams and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Teams and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Teams logo

Microsoft Teams

Actions (4)

Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Create Channel

Create a new channel in Microsoft Teams.

Auth Required
Send Chat Message

Sends a message in an existing chat.

Auth Required
Send Channel Message

Sends a message to a teams's channel.

Auth Required
Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Teams trigger → Create/Update in Salesforce

Most Popular
Microsoft TeamsMicrosoft Teams

New event occurs

SalesforceSalesforce

Run Query (Advanced)

When Salesforce trigger → Update Microsoft Teams

Bi-directional
SalesforceSalesforce

New Record

Microsoft TeamsMicrosoft Teams

Custom API Call

How It Works

1

Connect Apps

Authenticate your Microsoft Teams and Salesforce accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Teams and Salesforce with 2 available triggers for instant updates.

Automated Actions

Execute 9 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Teams and Salesforce in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Teams and Salesforce with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Microsoft Teams & Salesforce?

Join thousands of users automating their workflows with Mazaal AI