Microsoft Teams and Salesforce integration + automation

Microsoft Teams and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Microsoft Teams and Salesforce connector, which connects any services without the need for separate integration tools.

Microsoft Teams
+
Salesforce

Microsoft Teams and Salesforce Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate Microsoft Teams with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on Microsoft Teams support

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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Microsoft Teams

Microsoft Teams

Connection Type

Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add member to group

Add owner to group

Add tab to channel

Archive team

Clone team

Salesforce

Salesforce

Connection Type

Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

What would you like to connect?