Microsoft Teams Salesforce
When a message is posted in a Microsoft Teams chat, add a record to Salesforce.
Try this Template
  1. Top
  2. Flowbot Templates
  3. When a message is posted in a Microsoft Teams chat, add a record to Salesforce.
Microsoft Teams Salesforce

When a message is posted in a Microsoft Teams chat, add a record to Salesforce.

Yoom's Microsoft Teams ＆  Salesforce  are ready to use! Automate tasks instantly—just copy the template!
Try this Template

■Overview
The flow "Add a record to Salesforce when a message is posted in Microsoft Teams chat" is a business workflow that streamlines communication and sales management. By automatically reflecting interactions in Teams to Salesforce, centralized information management becomes possible, reducing the effort and errors associated with manual input. This integration facilitates smoother team collaboration and is expected to improve business productivity.

■Recommended for

  • Business professionals who use Microsoft Teams and Salesforce on a daily basis
  • Sales representatives looking to improve the efficiency of their sales activities
  • Team leaders aiming for centralized information management and facing challenges with manual data entry
  • Marketing professionals who want to utilize chat content as sales data


■Benefits of using this template

  • Time-saving through automated data entry: Chats in Microsoft Teams are automatically recorded in Salesforce, significantly reducing the need for manual data entry.
  • Centralized information management: By integrating communication and sales data, it enables efficient operations and quick decision-making.
  • Reduction of human error: Automatic integration prevents mistakes from manual input, ensuring accurate data management.

‍

Here are some Similar Templates!
Microsoft Teams
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
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.
See details
Microsoft Teams
Google Sheets
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
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.
See details
Microsoft Teams
Google Workspace
Add members to a group in Google Workspace from content posted on Microsoft Teams.
This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
See details
Microsoft Teams
Dropbox
Create a folder in Dropbox based on the content posted in Microsoft Teams.
This is a business workflow that automatically creates a folder in Dropbox based on a post in Microsoft Teams. It streamlines information organization and sharing, reducing the hassle of folder creation.
See details
Microsoft Teams
Zendesk
Analyze the content of Zendesk tickets using AI and send alerts to Microsoft Teams.
This is a business workflow that analyzes Zendesk tickets using AI with Yoom and sends alert notifications to Microsoft Teams. By quickly sharing important information and responding as a team, it supports the improvement of customer satisfaction.
See details
Microsoft Teams
Microsoft Outlook
ChatGPT
Analyze the contents received in Outlook with ChatGPT and send alerts to Microsoft Teams.
This is a business workflow that automatically analyzes Outlook emails with ChatGPT and sends alert notifications to Microsoft Teams. It quickly extracts important information from a large volume of emails, streamlining team collaboration and information sharing.
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
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
Microsoft Teams
Templates using
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
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 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
View all related templates
Learn more about Yoom
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
Salesforce
Templates using
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 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 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
View all related templates
Learn more about Yoom
Microsoft Teams
Microsoft Teams
×
Salesforce
Salesforce
– See what else you can do.
About the apps you use
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
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
see details
Templates
No items found.
Related apps
No items found.
Microsoft Teams
Microsoft Teams
×
+
+
+ + Salesforce + +
+
Salesforce
+
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
Microsoft Teams
Salesforce
Flowbot triggers
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
    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 List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    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
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event 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 a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Flowbot triggers
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in 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 List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
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 Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    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
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event 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 a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Tab 1
Tab 2
Tab 3
List of Related Blog Posts
I'm explaining in detail how to automate work using the app I used this time!
OutlookとMicrosoft Teamsの連携イメージ
2025/07/17
How to Integrate Applications
Connect Microsoft Teams and Outlook without any code to streamline schedule management and information sharing!
e.koyama
e.koyama
NotionとMicrosoft Teamsの連携イメージ
2025/10/15
How to Integrate Applications
How to Automatically Share New Meeting Minutes from Notion to Microsoft Teams
m.i
m.i
Microsoft TeamsとOneDriveの連携イメージ
2025/05/21
How to Integrate Applications
How to create a folder in OneDrive based on the message content when a message is posted in Microsoft Teams
a.ohta
a.ohta
Work Smarter 
with Yoom
Get started in
30 sec!
Try for free now!
Try for free now!
Learn More
Explore Apps Pricing Blog
Products
Action Requests Summarization Chrome Extension Database
App Integration Email AI-OCR Documents
Forms Data Management Data Conversion Browser Automation
Templates
Database Flowbot
Terms of use Privacy Policy Security Policy
©️ Yoom Inc.
Learn More
Apps Pricing Blogs
Functions
App Integration Form AI-OCR Summarization Database Chrome Extension
Email Action Requests Data Management Data Conversion Browser Automation Documents
Templates
Database Flowbot
Terms of use Privacy Policy Security Policy
©️ Yoom Inc.