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Connect Salesforce to Microsoft 365 Planner

Automate workflows and sync data between Salesforce and Microsoft 365 Planner with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Salesforce & Microsoft 365 Planner?

Intelligent Automation Workflows

Leverage 10 available triggers from Salesforce to execute 5 targeted actions in Microsoft 365 Planner automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Salesforce and Microsoft 365 Planner perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Salesforce and Microsoft 365 Planner for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Microsoft 365 Planner logo

Microsoft 365 Planner

Triggers (3)

New Plan Created

Emit new event when a new Plan is created in Microsoft 365 Planner

polling
New Task Assigned to User

Emit new event when a Task is assigned to the authenticated user in Microsoft 365 Planner. See the documentation

polling
New Task Created

Emit new event when a new Task is created in Microsoft 365 Planner

polling

Actions (5)

Create Bucket

Create a new bucket in Microsoft 365 Planner. See the documentation

Create Plan

Create a new plan in Microsoft 365 Planner. See the documentation

Create Task

Create a new task in Microsoft 365 Planner. See the documentation

List User Tasks

List all user tasks in Microsoft 365 Planner. See the documentation

Update Task

Updates a task in Microsoft 365 Planner. See the documentation

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 Salesforce trigger → Create/Update in Microsoft 365 Planner

Most Popular
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Microsoft 365 PlannerMicrosoft 365 Planner

Create Bucket

When Microsoft 365 Planner trigger → Update Salesforce

Bi-directional
Microsoft 365 PlannerMicrosoft 365 Planner

New Plan Created

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Microsoft 365 Planner 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 Salesforce and Microsoft 365 Planner with 13 public triggers available for instant updates.

Automated Actions

Execute 29 public 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 Salesforce and Microsoft 365 Planner in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Salesforce and Microsoft 365 Planner with intelligent suggestions and validation.

Error Handling

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

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Reverse Integration Available

Also connect Microsoft 365 Planner to Salesforce for bidirectional automation

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All Microsoft 365 Planner Integrations

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