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.
Capabilities
Triggers & Actions
Every event and operation available when connecting Microsoft 365 and Salesforce — from both apps.
New Channel Mention
New Channel Message
New Chat
New Chat Message
New Column
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
Describe your automation — press Build to open it in the editor.
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
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 moreAbout Salesforce
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.
Learn moreStart automating Microsoft 365 + Salesforce today
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