Microsoft Teams + Salesforce Integrations
Put Microsoft Teams + Salesforce to work with AI and enterprise-grade automation
Learn more about Microsoft Teams integrations or talk to a human
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Workflows you can build between Microsoft Teams and Salesforce
See the kind of workflows teams build with Microsoft Teams and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Teams + Salesforce
When a new channel is created in Microsoft Teams, create a record or log event in Salesforce.
Celebrate won deals in sales channels
Whenever a deal is marked won in Salesforce, automatically post a celebratory message in the dedicated Microsoft Teams team channel to notify leadership.
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Create dedicated chat channels for high-value leads
When a new lead enters Salesforce, automatically set up a dedicated project channel in Microsoft Teams and invite key team members to collaborate.
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Log sales activity from shared chat files
When a contract or proposal document is shared in Microsoft Teams, automatically log an activity on the corresponding account record in Salesforce.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Teams and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Teams and Salesforce
Everything Microsoft Teams and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Microsoft Teams Explore Microsoft Teams →
Microsoft Teams is a workspace collaboration software combining persistent chat, video meetings, file storage, and application integration.
TriggersTriggers when a new channel is created within a team.
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
Triggers when a new message is received in a chat.
Triggers when a new chat is created.
Triggers when a new member is added to a team. Requires installation of the Zapier app from the Teams Store.
Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
Creates a new one-on-one chat between you and a team member.
Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).
Edit an existing message in a chat.
Creates a new private channel within a team. Requires installation of the Zapier app from the Teams Store.
Creates a reply to a channel message.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Team Chat apps on Knit
Explore more Team Chat integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AnywhereWorks
AnywhereWorks is team chat software that facilitates instant messaging, video meetings, and remote team collaboration.
Chanty
Chanty is a team messaging application featuring group chat, voice messages, video calls, and integrated task management tools.
Chatwork
Chatwork is a business messaging platform that combines group chat, task management, video calling, and file sharing for team collaboration.
Discord
Discord is a voice, video, and text communication platform popular among communities, gaming groups, and online topic discussions.
Flock
A business communication and team messaging app that provides channels, video conferencing, and productivity tools in one interface.
Glip
A team messaging and collaboration software by RingCentral featuring group chat, video meetings, and task assignment.
Google Chat
Google Chat is a team communication service developed by Google that enables direct messaging and collaborative group rooms for organizations.
JANDI
JANDI is an enterprise group messaging software designed for workplace communication, project discussion, and cloud file sharing across teams.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Microsoft Teams + Salesforce
Is there a pre-built Microsoft Teams + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Teams and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Teams or Salesforce connector?
No. The Agent works whether or not Microsoft Teams or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can sales notifications be posted automatically to team channels?
Yes, whenever a deal changes stage or is won in Salesforce, a customized notification message is instantly sent to your selected channel in Microsoft Teams.
Can team discussions in Microsoft Teams update records in Salesforce?
Yes, when team members post specific updates or share key files in Microsoft Teams, you can automatically log activities or update deal stages in Salesforce.