Microsoft Teams and Salesforce automations

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

183 scenarios

CRM contacts pushed into ad audiences
Salesforce submissions become tasks in Microsoft Teams
New issues in Salesforce — tasks in Microsoft Teams
Ad leads delivered to your messenger
New CRM deal, task in your task manager
New Salesforce deal — instant Microsoft Teams alert
Chat messages turned into tasks
Push Salesforce leads into Microsoft Teams audiences
New lead in Salesforce becomes a task in Microsoft Teams
Saved chat messages become tasks
New Salesforce projects become tasks in Microsoft Teams
Turn Microsoft Teams messages into Salesforce tasks
New deals announced to your team
New file in a Salesforce folder — a Microsoft Teams message
Work tasks copy into your personal Microsoft Teams
New Salesforce tasks ping you in Microsoft Teams
Deal moves a stage in Salesforce — a task appears in Microsoft Teams
Salesforce people feed your Microsoft Teams audiences
CRM changes announced in your messenger
Messages from Microsoft Teams become Salesforce tasks
Move tasks from one Salesforce to the one you actually use
Completed Salesforce tasks — posted to Microsoft Teams
New Salesforce contacts — into Microsoft Teams audiences
Personal tasks flow into the team Salesforce
Contacts from Salesforce into Microsoft Teams audiences
Copy tasks from one Salesforce to another
Tasks sync into your other Salesforce
Tasks from one Salesforce mirrored in the other
Tasks from one task manager, mirrored in the other
Tasks from one Salesforce — copied into the other Salesforce
Tasks from one Salesforce appear in the other
Unassigned support tickets — as a list in Microsoft Teams
Incident alerts — to everyone, everywhere at once
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
Cutting a release with a chat command
Validating new contacts for dead addresses
A form request — a tracker task and a team alert
Customer tickets into team tasks
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Chat messages — into support tickets
Support tickets — as a thread in your team chat
New deals routed automatically — to the team, table, and slides
Auto-cleanup of old files in cloud storage — with notifications
Instant alerts for urgent events from your apps
A landing-page lead — into CRM, a task and chat at once
All work accounts for a new hire from one form
A weekly leads-and-deals report — to your messenger
A task and an alert on every deal move in your CRM
Unpaid-invoice control: task and email — on their own
Automatic bug triage: priority, ticket, team alert
New bugs — straight to the right team
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in Microsoft Teams
Urgent tasks that don't stall
Meeting notes turned into tasks and a summary
Early churn-risk detection from Zendesk tickets
Inbound leads scored, with alerts and draft replies for the hot ones
A morning task plan from Salesforce to Microsoft Teams
Onboarding a hire from a form: chats, a task and access
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Customer-feedback triage with tickets — automatically
Incoming messages routed to the right team
Cold deals close themselves — and bring back feedback
Pre-release readiness checks — on autopilot
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Manage tasks in plain language from chat
A morning briefing of today's tasks in your chat
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Instant calling and booking of new ad leads
Bug reports turned into proper tickets
Repo changes from chat, in plain words
High-value lead alerts — to chat, sheet and calendar
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
A support ticket digest — every morning
Payment dispute alerts with automatic task creation
Daily scenario backups to a code store
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Smart lead routing to reps — instant, with no manual assignment
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
Critical bugs from testing escalated straight to tickets and engineering chat
Client renewal reminders — ahead of time
Stock sentiment from social media — into tasks and alerts
A tracker ticket from a chat message
Capture and route leads from every channel
Release notes, a QA task and team alerts — straight from a version tag
A daily access check: two-factor and stale keys
Meeting attendance: a log, the late list and a summary in your chat
Post drafts from your meetings — automatically