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 groupAdd owner to groupGet groupList user teamsRaw HTTP request (advanced)Remove member from groupRemove owner from groupRemove tab from channelSearch group OneDrive itemsUnarchive teamAdd tab to channelArchive teamand 16 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 recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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