How to integrate Microsoft Teams with Salesforce 

Microsoft Teams and Salesforce are two of the most widely used enterprise platforms. Teams enables team communication and collaboration with online meetings, chats, and channels, while Salesforce is the premier sales management tool on the marketplace.

For organizations that use both platforms, connecting them can save time, streamline workflows, maximize your return on your investment in the software, and reduce tedious manual tasks.

Read on to learn more about integrating Teams and Salesforce.

The benefits of integrating Microsoft Teams and Salesforce

The Microsoft Teams and Salesforce integration allows the two platforms to communicate and share data seamlessly. By connecting these systems, users can access and update Salesforce records — like leads, opportunities, and accounts — directly within Microsoft Teams.

The integration brings customer relationship management (CRM) data directly into Teams conversations and meetings, smoothing workflows and ensuring everyone always has access to the latest information.

Integrating Microsoft Teams with Salesforce can be a game-changer for businesses looking to boost productivity and collaboration. Consider these key benefits:

• Collaborate without switching apps. Instead of flipping between different applications, team members can discuss leads, share files, and collaborate on opportunities directly within the Teams interface — keeping discussions relevant and centralized.
• Make data-driven decisions with up-to-date CRM information. View and share crucial Salesforce records in real time without leaving Microsoft Teams. Whether you’re in a team meeting or discussing account strategy, this immediate access to CRM data enhances decision-making and team agility.
• Sync record updates. You can edit Salesforce records directly from Teams when you’ve added them to a Teams tab. The record will reflect the changes inside Salesforce. Salesforce records that are pinned in Teams will also be automatically updated when changes are made to them in Salesforce.
• Access Salesforce records directly in Teams meetings. Integration users can pin Salesforce records and Salesforce Meetings for easy access during Teams calls. The Salesforce information will appear in a side panel during the meeting.

How to integrate Microsoft Teams and Salesforce

Integrating Microsoft Teams and Salesforce is simple. Here’s a step-by-step guide to setting up this integration.

Install the integration

1. In Salesforce, go to Salesforce Setup. Search for “Teams” in the Quick Find box and select Teams Integration.
2. Provide the necessary access, acknowledging the usage agreement and assigning permissions sets to users.
3. In Microsoft Teams, go to the Admin Center and add the Salesforce app.
4. Sign into your Salesforce account from Teams.

Add Salesforce to a Teams channel

Once the integration is installed, you can add Salesforce to any Teams channel. Just follow these steps:

1. Navigate to the desired channel and click the plus sign button at the top of the channel to add a tab.
2. In the app search bar, type “Salesforce” and select it from the list.
3. Choose which Salesforce object you want to pin to the channel (e.g., Accounts, Opportunities, Leads).

View and edit Salesforce records in Teams

With Salesforce integrated into Teams, you can easily view and interact with records. You can hover over the record fields to make quick edits without leaving Teams, including updating fields such as status or owner​.

Use Salesforce data in Teams meetings

You can also leverage Salesforce data in real time during Teams meetings:

1. During a meeting setup, click the plus sign button to add a tab, and choose Salesforce from the app options.
2. Select the record or Salesforce Meeting you’d like to pin to the Teams meeting.
3. You’ll now be able to view Salesforce information in a side panel during your meeting.

Examples of using the Microsoft Teams and Salesforce integration

Connecting Microsoft Teams and Salesforce unlocks numerous practical use cases across business functions. From sales and project management to customer service, this integration enhances the way teams work together and interact with critical CRM data. Consider a few common use cases.

Account management

Sales teams can use the integration to manage customer accounts more effectively. By pinning key account records within Teams, account managers and sales reps can collaborate on deals, share updates, and track progress without leaving the Teams environment.

This centralized access lets everyone involved view the latest information, discuss strategy, and edit account details in real time​.

For instance, when a lead converts to an account in Salesforce, the account manager can post updates directly to a relevant Teams channel, alerting the team of the new status. They can also set automated reminders in Teams for upcoming tasks, such as follow-up calls or renewal dates.

Case management

Customer support teams can streamline case management by using Salesforce cases within Teams channels. When an agent creates a new case in Salesforce, they can share relevant details — such as case number, status, and priority — directly in Teams, allowing agents and managers to collaborate on issue resolution.

Agents can also tag colleagues in Teams, pulling them into conversations around complex cases to provide quick assistance​.

Project management

The Salesforce-Teams integration can help with project coordination and status tracking. Project managers can pin project records, such as milestones and tasks, directly into Teams channels, helping everyone stay aligned and updated.

Team members can also add comments or provide updates on tasks directly within the Teams interface, which syncs back to Salesforce, reducing the need for status meetings and manual updates in multiple systems.

Cross-departmental collaboration

The integration is also useful for aligning different departments. For example, marketing, sales, and product teams can collaborate on new product launches by sharing insights and Salesforce data in dedicated Teams channels. This makes the latest information on leads, campaigns, and performance metrics readily accessible to all stakeholders​.

A powerful way to enhance your Microsoft Teams and Salesforce experience: Jotform

While integrating Microsoft Teams with Salesforce offers significant benefits, adding Jotform elevates the experience even further. Jotform’s powerful form-building tools, combined with its Microsoft Teams and Salesforce integrations, streamline how businesses collect data and manage communication in key ways.

Automate data collection and communication

By integrating Jotform with Microsoft Teams, businesses can automate the flow of information from form submissions. For instance, when a customer or lead submits a form through Jotform, the submission can trigger an automatic notification in a designated Teams channel or chat. This is especially useful for managing leads, support tickets, or surveys collected from customers​.

Create meetings and calendar events

The Jotform-Teams integration can streamline meeting scheduling by automatically creating calendar events based on form responses. For example, suppose you use a form to schedule client meetings or internal reviews. In that case, Jotform can trigger the creation of a new meeting in Teams, reducing the manual effort involved in coordinating schedules.

How Jotform can enhance Salesforce functionality

Jotform also offers a Salesforce integration. You can use Jotform to sync form submissions to your CRM system quickly.

The integration lets you create custom lead forms that automatically feed into your Salesforce account. This means that every time a new lead fills out one of your custom Salesforce forms, the information is synced in real time and directly populates your Salesforce records — whether you’re adding new company leads, contacts, or accounts.

Create custom forms that integrate with Salesforce

Jotform’s flexibility allows users to connect custom objects within Salesforce, ensuring you can handle specialized data seamlessly. You can customize forms to match your business processes, whether you’re capturing unique fields or specific project details.

Jotform supports the ability to prefill forms dynamically with real-time Salesforce data, meaning customers can update their records with minimal friction​.

Leverage easy-to-use form templates

Jotform offers a wide range of templates that help you automate Salesforce workflows quickly and effectively. Whether you need intake forms, contact forms, registration forms, or web-to-lead forms, Jotform has prebuilt templates that are ready to integrate with Salesforce. You can easily customize these templates to suit your specific needs​.

For example, using a web-to-lead form, you can capture website visitors as leads in Salesforce without manual intervention. This automation helps accelerate lead generation while ensuring you capture all prospect information accurately in the CRM.

Sync data automatically

Once you set it up, the integration ensures that any form submission is instantly reflected in your Salesforce account, allowing your team to act on the data quickly​.

Jotform’s Teams and Salesforce integrations can help your business simplify its data collection, management, and follow-up processes by improving efficiency across sales, marketing, and support teams.

Try Jotform for free today.

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