Trigger
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
Technical overview
What this integration can actually do
This is not a rigid connector between Microsoft 365 and Salesforce. Use native nodes where they already exist, then cover edge cases with webhook, polling, HTTP Request, or JavaScript in the same scenario.
21 triggers and 81 actions across Microsoft 365 and Salesforce
Gets data from
New Channel and New Channel Mention, plus 19 more triggers
Can do
Add Attachment to Task and Add File Attachment, plus 79 more actions
Works via
Native nodes, Webhooks, Polling, HTTP Request, JavaScript
Customizable with
field mapping, filters, branching, retries, dedupe logic, and custom API or JavaScript steps.
Capabilities
Triggers & Actions
Every event and operation available when connecting Microsoft 365 and Salesforce — from both apps.
Trigger
New Channel Mention
Trigger
New Channel Message
Trigger
New Chat
Trigger
New Chat Message
Trigger
New Column
Production readiness
Production workflow controls
Use these controls when a workflow needs to stay stable after launch, not just pass a happy-path test.
01
Retry failed API calls
Automatically retry temporary failures before a run is marked as failed.
02
Handle 429 / rate-limit responses
Pause, back off, and continue the workflow safely when an upstream API throttles requests.
03
Add fallback branches for missing fields
Route incomplete payloads into a safe branch instead of letting the main scenario break.
04
Prevent duplicates with lookup-before-create logic
Check whether a record already exists before creating a new one in the destination system.
05
Use JavaScript to normalize dates, phone numbers, tags, and statuses
Clean and standardize values before mapping them into downstream fields.
06
Store execution logs for debugging
Keep a trace of what happened in every run so production issues are easier to inspect.
07
Route failed runs to email or a database
Notify the team or save failures for follow-up when a run cannot complete successfully.
08
Manually rerun failed executions
Replay a failed run after the issue is fixed without rebuilding the scenario from scratch.
Example payload
See what the workflow receives and returns
Show one real event and one real result so technical users can understand the payload shape before they connect accounts or customize the scenario.
Source event
JSON{"event": "client_added","client": {"id": "client_123","firstName": "Alex","lastName": "Smith","status": "active","tags": ["online-coaching"]}}Scenario result
JSON{"target": "wix_contact","operation": "upsert","dedupeBy": "email","status": "created"}Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
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.
02
Connect Salesforce
Add Salesforce credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
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
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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