How do I set up the Microsoft 365 and Salesforce integration?

Setting up is simple: Create a new scenario in Latenode, add Microsoft 365 as your trigger, add Salesforce as your action, authenticate both apps, configure your workflow and deploy.

Is the Microsoft 365 + Salesforce integration free?

Latenode offers a generous free tier that includes the Microsoft 365 and Salesforce integration. You can start building workflows at no cost with no credit card required.

Microsoft 365 and Salesforce integration

Automate Microsoft 365 + Salesforce workflows

Connect Microsoft 365 and Salesforce to build powerful automations — sync data, route events, and orchestrate workflows — without code.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

Every event and operation available when connecting Microsoft 365 and Salesforce — from both apps.

Trigger

New Channel

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Trigger

New Channel Mention

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Trigger

New Channel Message

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Trigger

New Chat

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Trigger

New Chat Message

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Trigger

New Column

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Microsoft 365

Authenticate Microsoft 365 in Latenode's Credentials panel. You'll need access to your Microsoft 365 account and permissions to create connections.

Connect Salesforce

Add Salesforce credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Microsoft 365 + Salesforce automation

Choose a trigger and an action to build your workflow.

When this happens in Microsoft 365...

...do this in Salesforce

Or the other way around

When this happens in Salesforce...

...do this in Microsoft 365

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Microsoft 365 and Salesforce. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Microsoft 365

Official website

Microsoft 365 is a comprehensive cloud-based productivity suite that combines essential tools such as Word, Excel, PowerPoint, Outlook, and Teams into a single platform. Designed for collaboration and efficiency, it enables users to create, share, and manage documents in real-time across devices. With features like OneDrive for secure cloud storage, Microsoft 365 enhances teamwork and communication, allowing teams to stay connected and productive from anywhere. Its intelligent features streamline workflows, making it ideal for both individuals and organizations looking to boost their productivity.

Learn more

Popular Microsoft 365 pairs

Microsoft 365 + Asana Microsoft 365 + ChatGPT Microsoft 365 + Anthropic Claude Microsoft 365 + ClickUp Microsoft 365 + Docusign Microsoft 365 + Dropbox Microsoft 365 + Gemini Microsoft 365 + HubSpot Microsoft 365 + Jira Microsoft 365 + Google Workspace

About Salesforce

Official website

Salesforce is a leading customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales, marketing, and customer service processes. With features like automated workflows, powerful analytics, and a customizable interface, Salesforce enables teams to connect with customers more effectively, streamline operations, and drive growth. Its extensive ecosystem of app integrations and tools facilitates enhanced collaboration and data-driven decision-making, making it an essential solution for organizations looking to optimize their customer engagement.

CRM

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