Send overdue Salesforce task alerts to Microsoft Teams.

Keeping a close eye on key lead progressions is crucial, and with this automation, your team won't miss a beat. The moment a lead is updated in Salesforce, a corresponding alert is promptly dispatched to a Microsoft Teams user or channel. This smooth Salesforce to Microsoft Teams integration ensures your team stays informed in real time, enhancing responsiveness and engagement with potential customers, all without ever leaving Teams. It streamlines communication and keeps everyone on the same page, freeing up time to concentrate on engaging leads and closing deals.

When this happens...
Salesforce task due date passed.
Sends a Microsoft Teams notification for Salesforce tasks past the due date.
Trigger: 
Instant
...then automatically do this
Salesforce task due date passed.
Sends a Microsoft Teams notification for Salesforce tasks past the due date.
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About Salesforce
Salesforce is a platform for customer relationship management (CRM): everything in one place, easily accessible, available on any device. Offering data-driven insights, personalized interactions, and seamless integration for modern businesses.
About Microsoft Teams
Microsoft Teams is a unified communication and collaboration platform that combines workplace chat, video meetings, file storage, and application integration. Designed to facilitate group work and streamline business communication, it enables seamless collaboration and organization for teams of all sizes, enhancing productivity in a modern workplace environment.

"The support team is exceptional and takes feedback to heart."

Reed Porter
Head of Sales & CS, Localstack
Solid HubSpot add-on that's been constantly improving. I have been able to receive notes during calls and sync everything to HubSpot. The support team is exceptional and takes feedback to heart to improve the product.

"Saves us a lot of time in a cost-efficient manner, streamlining our sales process."

Jasper Guilaran
AE - Full Cycle, TryProspect
Luru seamlessly integrates with Salesforce and Zoom, allowing us to manage pipelines and update contacts directly from Slack. It saves us a lot of time in a cost-efficient manner, streamlining our sales process.

"My team can now focus on selling rather than admin work."

Anupreet Singh
CRO, Gan AI
Luru is a standout tool for revops teams. Our sales processes have become more efficient, and our CRM hygiene has improved significantly. My team can now focus on selling rather than admin work. And they are amazing listeners to feedback.

"We have been able to quickly create and iterate on sales processes on Slack where our team resides."

Sethu
Cofounder and Revenue Head, Zluri
With Luru’s no code workflows we have been able to quickly create and iterate on sales processes on Slack where our team resides. This has helped us to get a better picture of our pipeline in real time, identify blockers and react quickly to close more deals.
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"As a sales leader, Luru is a life saver!"

Varun Raj
Sales Leader, Exotel
The ability to pre-define templates and prompt my SDRs and AEs on must-discuss info is amazing! Personally, my hunt for a hassle-free meeting note taker is over :).
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"One doesn't need an automation background to define a sales process."

Nilesh Gupta
Co-founder & COO, GrowthSpree
The setup and scale of workflows on HubSpot is complex and often requires a service integration (SI) partner. With Luru, one doesn't need an automation background to define a sales process.
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FAQs

How does the Luru Salesforce - Microsoft Teams integration work?
The Luru integration seamlessly connects your Salesforce CRM with your Microsoft Teams workspace, allowing you to access and manage your critical sales data directly within the tools your team uses every day. With just a few clicks, you can sync contacts, opportunities, tasks, and other key records between the platforms, ensuring all your sales information is up-to-date and accessible.
What are the key benefits of using the Luru Salesforce - Microsoft Teams integration?
The key benefits of the Luru integration include:
- Boosted productivity by allowing sales reps to work within a familiar interface without constantly switching between apps
- Improved data quality and CRM hygiene by automating the capture of emails, meetings, and other sales activities
- Better visibility and real-time updates on pipeline, deals, and team performance through seamless data sync
Does the Luru integration require any technical expertise to set up?
No, Luru's Microsoft Teams - Salesforce integration is designed to be user-friendly and requires minimal technical expertise to set up. Luru provides step-by-step guides and 24/7 customer support to ensure a smooth and hassle-free integration process, even for non-technical users.
How does the Luru integration help improve sales productivity and CRM data quality?
The Luru integration helps improve sales productivity and Salesforce CRM data quality in several ways:
- Automating the capture of emails, meetings, and other sales activities directly into the SalesforceCRM
- Eliminating the need for manual data entry and duplicating information across systems.
- Providing sales reps easy access to customer data within their daily workflow in Microsoft Teams
- Delivering real-time insights and alerts to help reps stay on top of important deal updates and pipeline movements.
Is the Luru Salesforce - Microsoft Teams integration secure?
Yes, the Luru integration is designed with robust security measures to protect your sensitive sales data. Luru uses industry-standard encryption protocols, secure authentication methods, and complies with relevant data privacy regulations to ensure the safety and confidentiality of your information.
Can the Luru integration be used with other sales tools in my tech stack?
Absolutely. Luru is built to be a flexible, comprehensive platform that can seamlessly integrate with a wide range of tools you already user like Calendar apps, meeting apps, email apps and web browsers. Luru works on the concept of CRM anywhere so that your team access and update CRM without having to switch context.
How does the Luru integration compare to native Salesforce - Microsoft Teams sync options?
Compared to native sync options, the Luru integration provides several key advantages, including more reliable and comprehensive data sync, deeper bi-directional integration capabilities, powerful automation and workflow features, and advanced analytics and insights to drive better decision-making. Luru is designed to be a more robust and flexible solution than basic sync tools.
How does the Luru integration help sales managers coach their teams more effectively?
The Luru integration empowers sales managers by providing real-time visibility into team performance, pipeline health, and deal progression. It delivers early warning signals for deals at risk, allowing managers to proactively intervene. Managers can also embed sales playbooks and coaching tips directly within the Microsoft Teams workflow, and leverage detailed analytics to identify coaching opportunities and areas for improvement.
Does the Luru integration sync data bi-directionally between Salesforce and Microsoft Teams?
Yes, the Luru integration supports bi-directional data sync between your Salesforce and Microsoft Teams. Changes and updates made in either platform will automatically reflect in the other, ensuring your sales information is always consistent and up-to-date across your entire technology stack.
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