In today’s modern sales teams, efficient information management and smooth information sharing are key to success. However, sharing meeting notes after a client call or registering details into Salesforce can be time-consuming and burdensome.
That’s where the integration of Microsoft Teams and Salesforce comes in. By automatically logging messages posted in Microsoft Teams into Salesforce activity history, you can streamline workflows and reduce human errors. This article provides a detailed, no-code method for setting up this integration—perfect for anyone looking to boost productivity.
Recommended for
Sales representatives and managers who want to simplify daily meeting and customer interaction logging
Teams working remotely or across multiple locations who rely on Microsoft Teams to share client information
Anyone who wants to reduce manual input errors in Salesforce and maintain accurate activity logs
For those who want to try it right away
This article introduces an integration method using the no-code tool Yoom. No complex configuration or technical skills are needed—non-engineers can easily implement it. You can even get started immediately using the template below, so be sure to check it out!
When a message is posted on Microsoft Teams, log the activity history in Salesforce.
How to Register Activity History in Salesforce When a Message is Posted on Microsoft Teams
By integrating Microsoft Teams and Salesforce, you can automatically register activity history in Salesforce when a message is posted on Microsoft Teams. Typically, programming knowledge is required to achieve this, but with the no-code tool Yoom, you can easily accomplish it without any programming knowledge.
〈The flow is created through the following process〉
Register Microsoft Teams and Salesforce in My Apps
Set up the configuration for when a message is sent in collaboration with Microsoft Teams
Use AI features to extract data from text
Integrate with Salesforce to search for records in the account object and register activity history
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If you are already using Yoom, please log in.
Step 1: Integrate Microsoft Teams and Salesforce with My Apps
(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".
(2) From the list of new connections in My Apps, click on Microsoft Teams. (3) On the Microsoft Teams sign-in screen, enter your account and log in. ※ Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
(4) Next, integrate with Salesforce. Similarly, click on Salesforce from the list of new connections in Yoom. (5) On the Salesforce login screen, enter your "Username" and "Password" and click login. ※ Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Once the integration is complete, Microsoft Teams and Salesforce will be registered in Yoom's My Apps.
This completes the My Apps registration. Next, let's set up the trigger using a template!
Step 2: Set up the configuration for when a message is sent in collaboration with Microsoft Teams
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
When a message is posted on Microsoft Teams, log the activity history in Salesforce.
Click on "When a message is sent to a channel" in the app trigger.
(2) From the "Select Integration Account and Action" screen in Microsoft Teams, check for any errors in the account information integrated with Microsoft Teams, keep the trigger action as "When a message is sent to a channel," and click "Next."
(2) From the "App Trigger API Connection Settings" screen, select the trigger activation interval. Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ Please note that the shortest trigger activation interval varies depending on the plan.
Scroll down and select the team ID and channel ID from the candidates.
Once the selection is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Step 3: Use AI Features to Extract Data from Text
(1) Next, use AI features to extract data from text. Click on "Extract Data from Text."
(2) Click "Change" from the "Select Action" screen.
Select the conversion type according to the number of characters in the text.
Once the selection is complete, click "Next." (3) From the "Set Details" screen, enter the text to be extracted. By selecting from the output as shown in the image, you can reference Microsoft Teams information.
Scroll down and directly enter the items you want to extract, confirming with the red line. Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.
Step 4: Integrate with Salesforce to Search Account Object Records and Register Activity History
(1) Next, integrate with Salesforce to search account object records. Click on "Search Account Object Records."
(2) From the "Select Integration Account and Action" screen in Salesforce, check for any errors in the account information integrated with Salesforce, keep the action as "Search Account Object Records," and click "Next."
(3) From the "API Connection Settings" screen, confirm with the red line and enter the search field name, My Domain URL, and fields to be retrieved. Select values from the output.
Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom. (4) Next, register activity history in the account object. Click on "Register Activity History in Account Object."
(5) From the "Select Integration Account and Action" screen, check for any errors in the account information integrated with Salesforce, keep the action as "Register Activity History in Account Object," and click "Next."
(6) From the "API Connection Settings" screen, confirm with the red line and enter the My Domain URL.
My Domain URL: Direct input
Account ID: Select from output
Subject: Select from output
Date: Select from date
Scroll down and select the priority from the dropdown menu. The content entered in the comments will be registered in Salesforce. By using the output, you can reference Microsoft Teams information.
Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom. (7) Finally, click "Turn on Trigger."
This completes the flow bot "Register Activity History in Salesforce When a Message is Posted in Microsoft Teams."
When a message is posted on Microsoft Teams, log the activity history in Salesforce.
Other Automation Examples Using Microsoft Teams and Salesforce
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Microsoft Teams and Salesforce.
If you find something interesting, please give it a try!
Automation Examples Integrating Microsoft Teams and Salesforce
You can receive daily Salesforce reports and notify Microsoft Teams, or notify Microsoft Teams when deal information is updated in Salesforce. Additionally, it is possible to set up a notification to Microsoft Teams when a deal phase is completed in Salesforce.
When opportunity information is updated in Salesforce, notify Microsoft Teams.
Integrate Salesforce with Teams, and notify Microsoft Teams when Salesforce opportunity information is updated. Feel free to modify the notification content in Microsoft Teams as needed.
This flow notifies Microsoft Teams when the opportunity phase in Salesforce is completed.
■Caution ・Please connect Yoom with both Salesforce and Microsoft Teams. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations or data connections in the flow bot will cause errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has both a Home plan and a Business plan (Microsoft365 Business), and if you are not enrolled in the Business plan, authentication may fail.
■Overview This is a flow that notifies Teams when information is added to any Notion database.
■Notes ・Please link Yoom with both Notion and Microsoft Teams. ・Branching is a feature (operation) available on the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "workflow of notifying transcript and summary to Microsoft Teams after Google Meet meeting ends" automates the creation and sharing of meeting minutes after a meeting ends. Utilizing Yoom's API integration, AI, OCR, and RPA features, it swiftly and accurately transcribes and summarizes the Google Meet content, then automatically posts it to Microsoft Teams.
■Who We Recommend This Template To ・Frequent Google Meet users who spend a lot of time creating meeting minutes afterward ・Business users who want to quickly share meeting content on Microsoft Teams ・IT personnel looking to utilize API integration and automation to streamline business processes ・Project managers seeking accurate meeting minutes ・Executives who want speedy information sharing within teams
■Notes ・Make sure to integrate each of Google Meet, Google Drive, and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan. ・AI operations for OCR or speech transcription are available only with the Team Plan and Success Plan. If you use the Free Plan or Mini Plan, operations of the configured flow bots will result in an error, so please note that. ・Paid plans like the Team Plan or Success Plan come with a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
This flow automatically transcribes and summarizes the meeting content and notifies Microsoft Teams of the transcription results when a Zoom meeting ends.
■Overview Isn't it a tedious task to manually check and transcribe inquiries and survey responses collected via Google Forms into Microsoft Teams each time? This task can also lead to issues such as missed responses and delays in sharing. By utilizing this workflow, you can automatically notify a specified Microsoft Teams channel of the content when a response is submitted to Google Forms, solving these information-sharing issues.
■Recommended for ・Those who want to quickly share inquiries and requests received via Google Forms with their team ・Those who feel challenged by missed notifications and delays in response due to manual information sharing ・Those who want to automate the confirmation and transcription of form responses to improve work efficiency
■Notes ・Please link both Google Forms and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133 ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Register an event in Google Calendar when activity information (activity) is registered in the activity fields of Salesforce's Opportunity or Account objects.
■Overview Every time a new opportunity is registered in Salesforce, manually creating an event in Google Calendar is not only time-consuming but also prone to omissions or duplicate entries. By leveraging this workflow, when an opportunity is registered in Salesforce, the related event can be created automatically in Google Calendar, freeing you from tedious manual work and reducing the risk of missing important sales opportunities.
■Who this template is recommended for ・Sales representatives who find copying information between Salesforce and Google Calendar burdensome ・Managers who want to streamline schedule management for the sales team and prevent lost deal opportunities ・Those who want to increase sales productivity by automating integrations between SaaS tools
■Notes ・Connect Yoom with both Salesforce and Google Calendar. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, Flowbot operations and Data Connect settings will result in errors, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
■Overview The flow 'When Salesforce Opportunity status changes to Closed Won, automatically create a follow-up in Outlook Calendar' is a business workflow designed to enhance efficiency in the sales process and ensure follow-ups are carried out without fail. When an opportunity is closed won, manually setting up follow-ups in Outlook can be time-consuming and tedious. Using Yoom detects changes in Salesforce status automatically and creates follow-ups in Outlook Calendar. This allows sales teams to handle important customer interactions smoothly without missing anything.
■Who should use this template ・Sales representatives who manage their sales activities using Salesforce ・Business people who want to operate Outlook Calendar efficiently and ensure follow-ups are conducted properly ・Team leaders or managers looking to automate their sales process and reduce manual workload ・IT personnel from companies looking to improve operational efficiency by leveraging Salesforce Outlook integration
■Notes ・Please integrate Yoom with both Salesforce and Outlook. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for home use and general corporate plans (Microsoft365 Business), and authentication may fail if one is not subscribed to the general corporate plan. ・[Salesforce] is an app available only for team and success plans. In the case of a free plan or mini plan, the operations and data connection of the flow bot being set will result in an error, so please be careful. ・Paid plans such as team plans and success plans offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Branching is a function (operation) that can be used with plans above the mini plan. In the case of a free plan, the operations of the flow bot being set will result in an error, so please be careful. ・Paid plans such as mini plans offer a 2-week free trial. During the free trial, you can use apps and functions (operations) that are subject to restrictions.
■Overview This is a workflow that automatically generates a folder in Box when a new account is created in Salesforce and saves the folder information in Salesforce. This helps to streamline document management for each account and achieve business automation. Additionally, it reduces the burden of manual folder creation and data management, maintaining accurate and centralized information. Especially for sales teams and administrative departments, it simplifies document sharing and organization, leading to overall efficiency improvement in operations.
■Recommended for ・Sales representatives who want to streamline account management using Salesforce ・Team leaders considering automation for document management in Box ・IT professionals who want to automate business workflows by connecting Salesforce and Box ・Business owners who want to reduce manual processes and improve efficiency ・Anyone who finds folder management for each account complicated and wants to automate organization
■Notes ・Please connect Salesforce and Box with Yoom. ・Salesforce is an application that can only be used with the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations or data connections set in Flowbot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted applications during the free trial.
Benefits and Examples of Integrating Microsoft Teams and Salesforce
Benefit 1: Streamlining Information Sharing
The system where meeting minutes after a business negotiation are shared in a dedicated Microsoft Teams channel and automatically registered as activity history in Salesforce should facilitate smooth information sharing within the sales team. For example, by simply posting information in a channel accessible to all sales representatives, details of the negotiation and the next action plan can be shared smoothly. This eliminates the need for multiple members to chase information separately, allowing for efficient information management. This system is particularly effective in a remote work environment, enabling the entire team to share the same information across distances, which is convenient.
Benefit 2: Reducing Frequency of Accessing Salesforce
Isn't logging into Salesforce every time to register activity history a burdensome task for sales representatives? With the integration of Microsoft Teams and Salesforce, by simply posting a message in a dedicated channel for registering activity history on Microsoft Teams, the necessary information is automatically reflected in Salesforce. For example, even when posting meeting minutes, it can be easily operated on Microsoft Teams, allowing members unfamiliar with the Salesforce interface to use it smoothly. Reducing the time spent on tool operation may lead to increased productivity.
Benefit 3: Reducing Human Input Errors
Manual input into Salesforce is prone to information omissions and errors, which may result in important business negotiation data not being accurately recorded. On the other hand, by automatically registering the content posted on Microsoft Teams into Salesforce, such risks can be reduced. For example, if a sales representative posts meeting minutes on Microsoft Teams after a negotiation and it is reflected in Salesforce, the reliability of the recorded content may improve. Additionally, when the flow of conversation and details of the negotiation are saved as is, not only the representative but also supervisors and related departments can easily grasp the situation. With automation, accurate records are accumulated, enabling sales activities without omissions or leaks!
Conclusion
The integration of Microsoft Teams and Salesforce seems to offer many benefits, such as streamlining information sharing, preventing input errors, and enhancing team transparency. In particular, the ability to simplify time-consuming tasks such as sharing meeting minutes and registering activity history will contribute to improving the productivity of the sales team. Moreover, since the operation is intuitive and can be smoothly integrated into existing workflows, implementation is easy! If you want to reduce daily work burdens while achieving more strategic sales activities, please consider it.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
