NEW Introducing AI workers. Hire the digital teammate you've been looking for. Learn more
Hire your AI teammate, meet AI workers. Learn more
Yoom
Try for free
Salesforce Microsoft Teams
When the opportunity stage in Salesforce is completed, notify Microsoft Teams.
Try this template
Salesforce Microsoft Teams

When the opportunity stage in Salesforce is completed, notify Microsoft Teams.

Launch this workflow to connect Salesforce & Microsoft Teams !
Try this template

■Overview

This is a flow that notifies Microsoft Teams when the opportunity stage in Salesforce is marked as "Closed Won".

‍

■Recommended for

1. Sales teams that manage opportunities in Salesforce and communicate via Microsoft Teams

・Those who want to automatically notify Microsoft Teams when the opportunity stage is "Closed Won" to share order information with the entire team, ensuring prompt response and enhanced collaboration

‍

2. Sales managers who want to quickly grasp order information

・Those who want to quickly understand the progress of opportunities in Microsoft Teams, leading to swift decision-making and improved team goal achievement

‍

3. Those who want to streamline sales activities by integrating Salesforce and Microsoft Teams

・Those who want to improve sales productivity by streamlining information sharing, progress management, and communication

‍

■Benefits of using this template

By utilizing the flow [Notify Microsoft Teams when the opportunity stage in Salesforce is marked as "Closed Won"], it becomes possible to prompt necessary procedures after closing and prepare for the next opportunity.

By integrating Salesforce and Microsoft Teams, you can strengthen information sharing within the sales team, allowing representatives to promptly share information without missing any closures.
The notification content to Microsoft Teams can also be freely customized.

Check Out Similar Templates!
Salesforce
Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View template
Salesforce
Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View template
Salesforce
Notion
Add lead information registered in Salesforce to Notion.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View template
Salesforce
Microsoft Excel
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
View template
Salesforce
Backlog
Add a task to Backlog when opportunity information is registered in Salesforce.
This is a flow that adds an issue to Backlog when new opportunity information is registered in Salesforce. The content of the task to be added to Backlog can be freely set.‍
View template
Salesforce
Notion
Add accounts registered in Salesforce to a Notion database
This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object. By using this flow bot, it is possible to automatically synchronize the Salesforce and Notion databases.
View template
See more
About the Apps
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Related apps
Templates using
Salesforce
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View template Try it
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View template Try it
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View template Try it
See more templates
Learn more about Yoom
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
Related apps
Templates using
Microsoft Teams
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
Try it
A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
View template Try it
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
Try it
You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.
View template Try it
Add members to a group in Google Workspace from content posted on Microsoft Teams.
Try it
This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
View template Try it
See more templates
Learn more about Yoom
Salesforce
Salesforce
×
Microsoft Teams
Microsoft Teams
– See what else you can do.
About the apps you use
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see details
Templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View details Try it
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View details Try it
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View details Try it
Add lead information registered in Salesforce to Notion.
Similar apps
21st Century AI Credit Screening Circuit
Agendor
Amptalk Analysis
Apollo
Attio
Axonaut
BetterContact
Bigin by Zoho CRM
Bird
Bitrix24
Call Connect
Capsule
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
see details
Templates
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
Try it
A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
View details Try it
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
Try it
You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.
View details Try it
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
Add members to a group in Google Workspace from content posted on Microsoft Teams.
Try it
This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
View details Try it
Add members to a group in Google Workspace from content posted on Microsoft Teams.
Similar apps
2Chat
ChatLuck
Chatwork
Direct
Discord
Google Chat
InCircle
InOut WhatsApp
LINE WORKS
LINE（Currently unavailable）
Megaapi Start
Slack
see details
Templates
No items found.
Related apps
No items found.
Salesforce
Salesforce
×
Microsoft Teams
Microsoft Teams
– See what you can do.
No-Code API Actions
Executable API actions
All
Salesforce
Microsoft Teams
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is added to the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (Excluding Deleted Records)
    Search Account Records (Excluding Deleted Records)
    Search Opportunity Records (Excluding Deleted Records)
    Search Contact Records (Excluding Deleted Records)
    Search Custom Object Records (Excluding Deleted Records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract record with an Opportunity record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
    Get teams
    Get team members
    Get channel list
    Post a message to a channel
    Send message to chat
    Get chats
    Create channel
    Post a message to a channel (mention a channel)
    Create a calendar event (deprecated)
    Get user presence
    Reply to a message posted to a channel
    Create a calendar event
    Get folder information
    Download file
    Add member to team
    Get replies to a specific message
    Get messages in a specific channel
    Get user information
    Update calendar event
    Get events
    [For next page link] Get events
    Create a team
    Download meeting recording data
    Get meeting information
    Get meeting recording list
    Request approval
    Get approval list
    Cancel approval
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
Flowbot operations
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity records
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (Excluding Deleted Records)
    Search Account Records (Excluding Deleted Records)
    Search Opportunity Records (Excluding Deleted Records)
    Search Contact Records (Excluding Deleted Records)
    Search Custom Object Records (Excluding Deleted Records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract record with an Opportunity record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Flowbot triggers
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is added to the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Get teams
    Get team members
    Get channel list
    Post a message to a channel
    Send message to chat
    Get chats
    Create channel
    Post a message to a channel (mention a channel)
    Create a calendar event (deprecated)
    Get user presence
    Reply to a message posted to a channel
    Create a calendar event
    Get folder information
    Download file
    Add member to team
    Get replies to a specific message
    Get messages in a specific channel
    Get user information
    Update calendar event
    Get events
    [For next page link] Get events
    Create a team
    Download meeting recording data
    Get meeting information
    Get meeting recording list
    Request approval
    Get approval list
    Cancel approval
Tab 1
Tab 2
Tab 3
More inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
SalesforceとGoogle Driveの連携イメージ
2025/07/17
Yoom use case
How to Create a Folder in Google Drive When an Account is Registered in Salesforce
t.aizawa
t.aizawa
SalesforceとMicrosoft SharePointの連携イメージ
2025/07/17
Yoom use case
How to Create a Folder in Microsoft SharePoint When an Account is Registered in Salesforce
n.fukuoka
n.fukuoka
Microsoft TeamsとSalesforceの連携イメージ
2025/05/21
Yoom use case
How to Log an Activity History in Salesforce When a Message is Posted in Microsoft Teams
t.aizawa
t.aizawa