Salesforce Automation

How to connect Salesforce to Microsoft Teams

Stop dealing with scattered customer context. This guide shows you how to automatically Create Channel in Microsoft Teams whenever Opportunity Updated happens inside Salesforce.

Salesforce
Salesforce
Trigger
→
Microsoft Teams
Microsoft Teams
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you automated sales context sharing. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Salesforce as the first module.

  2. 2

    Configure the trigger

    Select Opportunity Updated inside Salesforce. Authorize your account and set any filters you need.

  3. 3

    Add the Microsoft Teams action

    Choose "Create Channel" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.