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Microsoft Teams
Salesforce

Connect Microsoft Teams and Salesforce

Explore ready-made Microsoft Teams and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate Microsoft Teams with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft Teams
Trigger: Watch Messages
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a someone sends a message in a team's channel or in a chat.

  • Triggers when a new message is created in a team's channel.

  • Triggers when a new reply to selected message is received. Not available for Personal accounts.

  • Triggers when a new Microsoft Team or Office 365 group is created.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Microsoft Teams and Salesforce.

Add a Member
Adds a new member.
Action
Add a Member to a Group
Adds a member into an Office 365 Group.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Channel
Creates a new channel in a Microsoft Team.
Action
Create a record
Creates a new record in an object.
Action
Create a Team From a Group
Create Microsoft Team by calling from Office 365 Group.
Action
Create an Office 365 Group
Creates a new Office 365 Group.
Action
Create an Online Meeting
Creates an online meeting. This will be a standalone meeting that is not associated with any event on the user's calendar; therefore, meetings created via this module will not show on the user's calendar.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.