Microsoft Teams and Salesforce automations — Sales & Leads

Ready-made scenarios where Microsoft Teams and Salesforce work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

99 scenarios

New conversations in Microsoft Teams — Updating contacts in Salesforce
New deals in Salesforce — Sending messages in Microsoft Teams
New lead in Salesforce becomes a task in Microsoft Teams
New messages in Microsoft Teams — Updating contacts in Salesforce
New members in Microsoft Teams — Deleting leads in Salesforce
New messages in Microsoft Teams — Deals in Salesforce
Deal moves a stage in Salesforce — a task appears in Microsoft Teams
Salesforce submissions become tasks in Microsoft Teams
Updated deals in Salesforce — Running apis in Microsoft Teams
New channels in Microsoft Teams — Deals in Salesforce
New CRM deal, task in your task manager
New conversations in microsoftTeams — Updating deals in Salesforce
Updated contacts in Salesforce — Updating channels in Microsoft Teams
Ad leads delivered to your messenger
New Salesforce projects become tasks in Microsoft Teams
Updated deals in Salesforce — Messages in Microsoft Teams
New Salesforce deal — instant Microsoft Teams alert
New deals in Salesforce — Channels in Microsoft Teams
New leads in Salesforce — Channels in Microsoft Teams
New conversations in Microsoft Teams — Leads in Salesforce
New conversations in Microsoft Teams — Contacts in Salesforce
New deals in Salesforce — Tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Salesforce
New conversations in Microsoft Teams — Deals in Salesforce
New deals in Salesforce — Running apis in Microsoft Teams
New channels in Microsoft Teams — Leads in Salesforce
New conversations in microsoftTeams — Updating leads in Salesforce
New leads in Salesforce — Updating channels in Microsoft Teams
New deals in Salesforce — Messages in Microsoft Teams
New messages in Microsoft Teams — Updating deals in Salesforce
New messages in Microsoft Teams — Leads in Salesforce
Push Salesforce leads into Microsoft Teams audiences
CRM changes announced in your messenger
New channels in Microsoft Teams — Contacts in Salesforce
New members in Microsoft Teams — Updating leads in Salesforce
New messages in Microsoft Teams — Contacts in Salesforce
New messages in Microsoft Teams — Contacts in Salesforce
New conversations in microsoftTeams — Updating contacts in Salesforce
New contacts in Salesforce — Running apis in Microsoft Teams
New contacts in Salesforce — Updating channels in Microsoft Teams
New members in Microsoft Teams — Contacts in Salesforce
New deals in Salesforce — Channels in Microsoft Teams
New contacts in Salesforce — Deleting tasks in Microsoft Teams
New messages in Microsoft Teams — Contacts in Salesforce
New messages in Microsoft Teams — Updating deals in Salesforce
Contacts from Salesforce into Microsoft Teams audiences
New members in Microsoft Teams — Updating contacts in Salesforce
New messages in Microsoft Teams — Leads in Salesforce
New conversations in microsoftTeams — Contacts in Salesforce
New deals in Salesforce — Sending messages in Microsoft Teams
New tasks in Microsoft Teams — Deals in Salesforce
New contacts in Salesforce — Channels in Microsoft Teams
New Salesforce contacts — into Microsoft Teams audiences
New messages in Microsoft Teams — Updating leads in salesforce
New deals in Salesforce — Sending messages in Microsoft Teams
New tasks in Microsoft Teams — Leads in Salesforce
New members in Microsoft Teams — Contacts in Salesforce
New messages in Microsoft Teams — Updating contacts in Salesforce
Microsoft Teams members with email check via hunter into Salesforce
Profile links from Microsoft Teams — as new contacts in Salesforce
From Microsoft Teams through Salesforce — the answer back to Microsoft Teams
A booked meeting — a CRM task and a reminder
New CRM contacts — enrichment and alert
Validating new contacts for dead addresses
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Instant calling and booking of new ad leads
Stalled deals bring themselves back to life
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Capture and route leads from every channel
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Turn website chat into qualified leads in your CRM
Website leads — enrichment, scoring and routing to CRM
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
A chat that captures the lead and books the demo
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger