Popular • Microsoft • Team Collaboration

Microsoft Teams and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Microsoft Teams and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Teams and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Teams and Salesforce, Albato is the way to go!

Build smart, no-code workflows with Microsoft Teams and Salesforce using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

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Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Salesforce and Microsoft Teams integration

In Microsoft Teams and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 12

New Channel Message

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New Chat Message

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Delete record

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Update record

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Actions 27

New Channel

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Send Channel Message

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Create a record

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Delete a record by ID

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Microsoft Teams to Salesforce

Create powerful Microsoft Teams integration with Salesforce in just a few simple steps.

STEP 1

Connect Microsoft Teams to Salesforce

Log in to Albato, select Microsoft Teams and Salesforce, and follow the quick setup steps—no coding required. Integrate Microsoft Teams with Salesforce with just a few clicks!

STEP 2

Build a workflow for your Microsoft Teams and Salesforce integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Microsoft Teams and Salesforce. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Microsoft Teams + Salesforce integration and access all premium features.

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Albato effortlessly connects Microsoft Teams and Salesforce, enabling seamless integration between the two platforms. Albato, a dynamic platform, simplifies the process of integrating and automating workflows across various applications. Thanks to its automation builder, setting up integrations requires no coding expertise, making it accessible to all. In Albato, the magic starts with triggers—events that kick off an automation process, followed by actions, which are tasks automatically performed in response to those triggers. This setup allows you to automate routine tasks, ensuring efficient workflow between your applications. For example, when a 'New Opportunity' is created in Salesforce (trigger), a custom message could be automatically sent in a specific Microsoft Teams channel (action), notifying the sales team instantaneously. This integration ensures that all team members are immediately aware of new opportunities, fostering a collaborative and responsive sales environment.

Salesforce integration with Microsoft Teams

Microsoft Teams

Enhance your Microsoft Teams experience by integrating it with over 1,000+ popular applications via Albato. This powerful integration, supported by a robust API, allows you to connect Microsoft Teams with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Automate actions such as sending chat or channel messages, and creating new channels directly from Microsoft Teams. Utilize triggers like new chats, chat messages, and channel messages to streamline communications and ensure your team remains synchronized across all platforms. With Albato, integrating Microsoft Teams into your workflow becomes a seamless process, boosting productivity and enhancing team collaboration.

Salesforce

Leverage Albato to integrate Salesforce with over 1,000+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Microsoft Teams

Microsoft Teams

1 min. read

Microsoft Teams: Integrate with your favourite apps

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Frequently asked questions about Microsoft Teams and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Teams and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Teams and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Teams and Salesforce, Albato is the way to go!

Does Microsoft Teams integrate with Salesforce on the free plan?

Yes, you can integrate Microsoft Teams with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Microsoft Teams integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Teams Salesforce integration at no cost.

How to connect Salesforce to Microsoft Teams for scheduled syncs?

To sync Salesforce with Microsoft Teams on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Microsoft Teams integration with Salesforce seamless and tailored to your specific needs.

Does Microsoft Teams integrate with Salesforce in real time?

Yes, Microsoft Teams integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Microsoft Teams integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Microsoft Teams and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Microsoft Teams, ensuring your workflows operate according to your requirements.

How to connect Microsoft Teams to Salesforce?

Setting up an integration between Microsoft Teams and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Microsoft Teams and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Microsoft Teams (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Teams and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Microsoft Teams and Salesforce, automating your workflows and saving you time.

How to connect Microsoft Teams to Salesforce to sync historical data?

To sync Microsoft Teams with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Microsoft Teams, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Microsoft Teams for two-way synchronization?

To integrate Salesforce with Microsoft Teams for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Teams to Salesforce by setting up two separate automations. The first automation sent data from Microsoft Teams to Salesforce. For instance, when a record is created or updated in Microsoft Teams, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Microsoft Teams when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Microsoft Teams integration and keeps your data consistent across both platforms.

Build your automation for free!

Get started

Microsoft Teams and Salesforce integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Salesforce and Microsoft Teams integration

New Channel Message

New Chat Message

Delete record

Update record

New Channel

Send Channel Message

Create a record

Delete a record by ID

What users say about Albato

How to Connect Microsoft Teams to Salesforce

Connect Microsoft Teams to Salesforce

Build a workflow for your Microsoft Teams and Salesforce integration

Map your data

How does the integration with Microsoft Teams and Salesforce works in Albato?

Salesforce integration with Microsoft Teams

Microsoft Teams

Salesforce

Learn how to connect Salesforce to Microsoft Teams

Microsoft Teams: Integrate with your favourite apps

Frequently asked questions about Microsoft Teams and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Teams and Salesforce?

Does Microsoft Teams integrate with Salesforce on the free plan?

How to connect Salesforce to Microsoft Teams for scheduled syncs?

Does Microsoft Teams integrate with Salesforce in real time?

How to connect Microsoft Teams to Salesforce?

How to connect Microsoft Teams to Salesforce to sync historical data?

How to connect Salesforce to Microsoft Teams for two-way synchronization?

Build your automation for free!