Microsoft Teams Salesforce integrationThe right team hears about it the moment it happens in Salesforce.
Your records change in Salesforce, but your team talks in Microsoft Teams. We post Salesforce approvals, next steps and alerts to the Teams channels your staff already watch, with the right people or groups tagged, files attached and a link back to the record: new clients and admits, VOB summaries, pre-admission assessments with the PDF, missed lead response deadlines, stage changes, missed calls and failed payments, each with the fields the reader needs.
- Approvals, next steps and alerts posted from Salesforce to Teams
- People or groups tagged, files attached, a link back to the record
- New admit alerts with the admit fields in the message
- VOB summary and attachment sent from a button on the inquiry
- Pre-admission assessment alerts with the PDF
900+ integrations completed · Salesforce partner · We sign BAAs
- • Approvals
- • Next steps
- • New client
- • New admit
Updates that nobody sees in time
Without an integration, someone has to notice the change in Salesforce and tell the team. A new admit is announced late, a VOB result sits in an inbox, an assessment is ready but the facility does not know, and a lead nobody called is spotted days later in a report.
What it does
What the Microsoft Teams Salesforce integration handles
Approvals
Requests that need a yes from a manager post to Teams with the details, so the approver sees them where they already work.
Next steps
Next steps from the Salesforce record post to Teams, so the owner and the team know what happens next.
Tag people or groups
Each post can tag the people or groups who need to act, so it lands with them and not only in the channel.
Link back to the record
Every post links back to the record in Salesforce, one click from the chat to the details.
New admit alerts
When a patient admits, an alert goes to a Teams channel with the admit alert fields in the body of the message.
VOB summary from the inquiry
A button on the inquiry sends the VOB summary and its attachment to a Teams channel for admissions.
Pre-admission assessment alerts
When a pre-admission assessment is ready, an alert with the PDF attached goes to the facility's Teams channel.
Missed lead response alerts
When a new lead passes its response deadline without a first touch, the owner's manager is alerted in a Teams channel.
Stage changes and missed calls
Alerts when a record moves to a set stage, and when a call is missed, so someone follows up.
Failed payments
An alert when a payment fails, so billing can reach out.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Salesforce to Microsoft Teams.
AimingData that flows
Microsoft Teams Salesforce integration: what gets sent, field by field
- ApprovalsPosted to the people who sign off
- Next stepsFrom the record, to the owner and the team
- New clientWhen a new client comes in
- New admitAdmit alert fields in the message body
- VOB summarySent from a button on the inquiry, with the attachment
- Pre-admission assessmentAlert with the PDF attached
- Missed lead responseSent to the owner's manager
- Stage changeWhen a record moves to a set stage
- Missed call
- Failed payment
- Tags and record linkPeople or groups tagged, and a link back to the record
See your own Microsoft Teams + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Microsoft Teams Salesforce integration: the hard parts, already solved
One channel per team or facility
Each alert goes to the channel of the team that acts on it, such as admissions or a facility's own channel.
Sent on a click
The VOB summary goes out when someone clicks the button on the inquiry, not on every edit.
Files with the alert
The VOB attachment and the assessment PDF travel with the message, so nobody opens Salesforce to find them.
Fields in the message
The fields in each alert are agreed with your team, so the message says what happened and to whom.
Email as well as Teams
The same alert can go by email as well as to Teams, for staff who are not in the channel.
Healthcare work
We sign BAAs for healthcare work, and the content of each alert is agreed with your team before it goes live.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Microsoft Teams Salesforce integration goes live
- 1
Book a free call
We look at what your team needs to hear about, and which Teams channels they watch.
- 2
Map the alerts
What sets off each alert, which fields it carries and which channel it goes to, written down for you to approve.
- 3
Build in a sandbox
The flows and buttons built and tested in a Salesforce sandbox, with test messages to Teams.
- 4
Go live and support
Deployed to production, walked through with your team, and changed as your process changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Microsoft Teams Salesforce integration is for
- Teams using Salesforce and Microsoft Teams
- Managers who approve requests and want them in Teams
- Addiction treatment and mental health centers that announce admits, VOBs and assessments in Teams
- Sales managers who need to know when a lead missed its response deadline
- Billing teams that need to hear about failed payments
Microsoft Teams Salesforce integration FAQ
What can Salesforce post to Microsoft Teams?
Approvals, next steps and alerts: new clients, new admits, VOB summaries, pre-admission assessments with the PDF, missed lead response deadlines, stage changes, missed calls and failed payments.
Can a post tag someone?
Yes. A post can tag the people or groups who need to act on it.
Does the post link back to Salesforce?
Yes. Each post links back to the record in Salesforce.
Can files go with the alert?
Yes. The VOB summary goes with its attachment, and the pre-admission assessment alert carries the PDF.
Can the alert include record details?
Yes. Fields from the record go in the body of the message, such as the admit alert fields for a new admit.
Can a manager be alerted when a lead is not called?
Yes. When a lead passes its response deadline without a first touch, the owner's manager is alerted in a Teams channel.
Can alerts go by email too?
Yes. The same alert can go by email, to a Teams channel, or both.
How much integration experience do you have?
900+ integrations completed, across call tracking, texting, forms, EMRs, billing and document tools.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.