Salesforce + Microsoft Teams

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.

Similar automations

Skyrocket efficiency and get more out of your CRM and work apps

Get Salesforce contact alerts and update in MS Teams.
Trigger: 
Instant
Learn more
Try It
Update Salesforce accounts directly through MS Teams commands.
Trigger: 
Instant
Learn more
Try It
Generate Salesforce records from new MS Teams reactions.
Trigger: 
Instant
Learn more
Try It
Send Microsoft Teams message for updated Salesforce opportunity.
Trigger: 
Instant
Learn more
Try It
Send Microsoft Teams alerts for dropped Salesforce opportunity value.
Trigger: 
Instant
Learn more
Try It
Send Microsoft Teams alert for won Salesforce opportunities.
Trigger: 
Instant
Learn more
Try It
Schedule weekly won opportunities report from Salesforce to MS Teams.
Trigger: 
Instant
Learn more
Try It
Send weekly Salesforce opportunity status reports to MS Teams.
Trigger: 
Instant
Learn more
Try It
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.
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.
Reed Porter
Head of Sales & CS, Dev tooling startup
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.
Jasper Guilaran
Account Executive - Full Cycle, TryProspect
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.
Anupreet Singh
CRO, Gan.ai
With Luru’s no code workflows we have been able to quickly create and iterate on sales processes on Slack where our team resides.
Read full story
Sethu Meenakshisundaram
Revenue Head & Co-founder, Zluri
As a sales leader, Luru is a life saver! 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 :)
Read full story
Varun Raj
Sales Leader, Exotel
Helps me quickly search and access Salesforce. Luru has made taking sales notes and updating Salesforce a breeze. All the context for my accounts are accessible for me and my team in a single place
Harsha Chelle
Strategic Accounts, Postman
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.
Read full story
Nilesh Gupta
Co-founder & Head of Operations, GrowthSpree