Create your own Microsoft Teams and Salesforce integration

Choose a triggerChoose an action

Choose a trigger

Choose an action

When Microsoft Teams: Created happens, do Salesforce: Create contact.

Get started with Microsoft Teams and Salesforce on Corsair Hub

Complete your first operation in <1 min

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Popular Microsoft Teams and Salesforce workflows

When this happens in one app, do this in the other. Try it on Hub to connect both apps and run the pair.

Post closed-won opportunities to #sales-wins

When an opportunity moves to Closed Won, post the account name, amount, and owner to the sales wins channel.

TriggerOpportunity created or updated

ActionPost channel message

Salesforce + Microsoft TeamsTry it →

Alert #customer-success on key account changes

When a strategic account record is updated, notify customer success with a link to the Salesforce account.

TriggerAccount created or updated

ActionPost channel message

Salesforce + Microsoft TeamsTry it →

Sync contact owner changes to Teams

When a contact owner changes in Salesforce, post a short update to the account team's private channel.

TriggerContact updated

ActionPost channel message

Salesforce + Microsoft TeamsTry it →

Celebrate completed follow-up tasks

When a rep completes a Salesforce task, post the subject and who closed it to #sales-ops.

TriggerTask created or completed

ActionPost channel message

Salesforce + Microsoft TeamsTry it →

Log VIP chat notes to Salesforce contacts

When a message lands in the enterprise deals chat, append a note on the matching Salesforce contact.

TriggerA message was created or updated in a chat

ActionUpdate contact

Microsoft Teams + SalesforceTry it →

Broadcast custom object updates

When a configured custom object changes, send a formatted card to the revops Teams channel.

TriggerGeneric sObject record updated

ActionPost channel message

Salesforce + Microsoft TeamsTry it →

Agent

Use Corsair's MCP with your agent

Corsair connected

The agent searches both apps before it answers.

Did Acme Corp renew yet and what did the team say in chat?

Salesforce shows Acme Corp on Opportunity OPP-4421 in Negotiation at $84k ARR with close date next Friday. The primary contact is Dana Lee and the AE left a task to confirm legal redlines. In Teams, #enterprise-deals has a thread from Tuesday where Dana confirmed budget is approved pending security review. That matches the Salesforce next step and gives you the exact wording to reply with.

Microsoft Teams and Salesforce details

Microsoft Teams

Workplace collaboration hub for chat, meetings, channels, and Microsoft 365 team communication.

See Microsoft Teams integration Microsoft Teams docs

Salesforce

Enterprise CRM for leads, accounts, opportunities, service cases, and sales automation.

See Salesforce integration Salesforce docs

Microsoft Teams and Salesforce FAQ

Yes. Corsair is built with a REST API. This means you can build agents, knowledge bases, interfaces, and workflows.

Yes. With Corsair you connect both apps once, then automate in either direction between Microsoft Teams and Salesforce.

Notify Teams when opportunities, accounts, contacts, or tasks change; log chat context back to Salesforce contacts; and search CRM from agents while reps stay in Teams.

Yes. Microsoft Teams and Salesforce events are available as typed webhooks with tenant matching built in, so workflows and agents react as soon as something changes.