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

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

Is the Microsoft Teams + Salesforce integration free?

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

Microsoft Teams and Salesforce integration

Automate Microsoft Teams + Salesforce workflows

Connect Microsoft Teams 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 Teams 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 Team Member

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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 Teams

Authenticate Microsoft Teams in Latenode's Credentials panel. You'll need access to your Microsoft Teams 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 Teams + Salesforce automation

Choose a trigger and an action to build your workflow.

When this happens in Microsoft Teams...

...do this in Salesforce

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 Teams 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 Teams

Official website

Microsoft Teams is a collaboration platform that integrates chat, video meetings, file storage, and application integration in a single workspace. Designed for enhanced teamwork, it allows users to communicate seamlessly through instant messaging and video calls, while facilitating real-time collaboration on documents. With customizable teams and channels, Teams enables organizations to organize projects effectively and maintain productivity with built-in tools such as task management and file sharing.

Webinar Platform

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Popular Microsoft Teams pairs

Microsoft Teams + Microsoft 365 Microsoft Teams + WhatsApp Microsoft Teams + Asana Microsoft Teams + Basecamp Microsoft Teams + BambooHR Microsoft Teams + Bitbucket Microsoft Teams + Bitrix24 Microsoft Teams + ChatGPT Microsoft Teams + ClickUp Microsoft Teams + Clio

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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