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 connectors, which can connect to any service without the need for separate integration tools.
Popular Microsoft Teams and Salesforce integrations
Microsoft Teams and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationAdd member to groupList group owners DDLUnarchive teamAdd owner to groupAdd tab to channelArchive teamClone teamCreate adaptive cardCreate channelCreate chat messageCreate groupDelete channeland 23 more...
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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