Salesforce TEAMS connector

Get unparalleled sales efficiency by integrating Salesforce and Teams

Fire-up your pipeline with Teams and Salesforce integration. Enhance team collaboration through intuitive, no-code workflows. Attain crystal-clear pipeline visibility and propel peak performance across your sales organization with streamlined sales processes.

Monitor. Be alert. Take action

Want a simple way to stay informed about your pipeline? Integrate Salesforce with Teams to configure rules for pipeline monitoring, communication, and team collaboration on autopilot. Don’t just get alerted but take actions like saving deals from being lost and updating Salesforce from within Teams.

[Example Trigger] When this happens...
Opportunities with no activity
Triggers when stale opportunities with no activity are identified in Salesforce
Trigger: 
Instant
...then automatically do this
Send a message to a channel or user
Alerts the concerned opportunity owner or channel reminding to save opportunities

Elevate your Salesforce + Teams experience with Luru's seamless integration

Ensure your team remains in the loop on crucial information. Take command of performance and efficiency with no-code workflows, scheduled alerts, commands, and more.
Deploy processes that save time

Empower your team with lightning-fast, customized workflows without the need for coding or external service integration partners. Automate sales processes, eliminate tedious tasks, and reclaim valuable time.

No-code workflow builder

Build whatever automation you need with an easy-to-use workflow builder with limitless customizability. Or start with one from the template library.

No coding required!

Bi-directional alerts

Don’t only get notified, update CRM records from right within your favourite chat app in seconds.

No logging in and clicking around on Salesforce or HubSpot!

Approvals

Approve discounts, add-ons, deals and more right from within messaging app at the click of a custom button. Automate the regulars based on conditions.

No more deals stuck because approvals are stuck in a never-ending email chain or a hassle on the CRM!

Analytics dashboard

Find out instantly how well your teams is adopting a process. Train reps better on process compliance, backed with data.

No more retrospectives that can’t help lost deals!

Productivity from day one

Update Salesforce seamlessly with just 1-click directly from within your Teams. Achieve peak productivity for optimal results.

No-code workflow builder

Build whatever automation you need with an easy-to-use workflow builder with limitless customizability. Or start with one from the template library.

No coding required!

Bi-directional alerts

Don’t only get notified, update CRM records from right within your favourite chat app in seconds.

No logging in and clicking around on Salesforce or HubSpot!

Approvals

Approve discounts, add-ons, deals and more right from within messaging app at the click of a custom button. Automate the regulars based on conditions.

No more deals stuck because approvals are stuck in a never-ending email chain or a hassle on the CRM!

Analytics dashboard

Find out instantly how well your teams is adopting a process. Train reps better on process compliance, backed with data.

No more retrospectives that can’t help lost deals!

Visibility for crystal-clear action

Take charge of your Salesforce account with a bird's eye view of your pipeline. With on-time scheduled alerts, gain actionable visibility tailored to your preferences, enabling you to manage and respond with precision.

No-code workflow builder

Build whatever automation you need with an easy-to-use workflow builder with limitless customizability. Or start with one from the template library.

No coding required!

Bi-directional alerts

Don’t only get notified, update CRM records from right within your favourite chat app in seconds.

No logging in and clicking around on Salesforce or HubSpot!

Approvals

Approve discounts, add-ons, deals and more right from within messaging app at the click of a custom button. Automate the regulars based on conditions.

No more deals stuck because approvals are stuck in a never-ending email chain or a hassle on the CRM!

Analytics dashboard

Find out instantly how well your teams is adopting a process. Train reps better on process compliance, backed with data.

No more retrospectives that can’t help lost deals!

Do more with Teams + Salesforce integration

Process adherence

First response times report
Scheduled report

Sales Productivity

Meeting minutes reminder
Real-time alert

Deal collaboration

AE-CS handover automation
Real-time alert

Pipeline visibility

A report of deals closing this week
Scheduled report

Process adherence

Email template adherence report
Scheduled report

Sales Productivity

Contact last seen on product/website alert
Real-time alert

Deal collaboration

AE-SDR deal handover automation
Real-time alert

Pipeline visibility

Weekly/monthly deal health dip report
Scheduled report
Discover more automations

Integration that empowers proactive actions for real impact

Clean, upto date data
Laser-focused pipeline
Lightning-quick alerts
Bridge team divides
Eliminate sales process bottlenecks
Actionable Teams buttons
Hyper-personalized Teams messages
Custom CRM objects
Build complex workflows

A Salesforce + Teams connector for maximum efficiency

Equip your workspace to be effortlessly efficient, performing at its best with minimal effort.
Automate for repeatability

Automate sales tasks for consistent customer experiences. Monitor critical Salesforce records and receive notifications via Teams, empowering your team with immediate actions.

Gain cross-departmental coordination

Unify your teams in deal and account room channels of Teams and enhance communication and coordination across different departments, from product to customer success and finance.

Act in split-seconds

Get proactive with real-time reports and alerts based on scheduled filters and conditions. Receive customized reports from Salesforce on high-priority deals, deals with no next steps, deals postponed to the next quarter reports, and more directly to your Teams.

What can you do with luru?

Set your organization up for success

Your Salesforce account should do more than just log deal details. And your Teams should be more than just a messaging app.

2X CRM hygiene

Get on-time alerts when critical account or deal info is missing. Update incomplete data promptly right from Teams, keeping your Salesforce up-to-date and healthy!

1 Hour saved everyday:

Enhance productivity by accessing Salesforce details without logging into your account. Automate meetings, upload meeting data, and notes in just one click from Teams.

20% Reduction in lead leakage

Get real-time alerts based on the specified conditions or filters you set right on Teams. Say goodbye to outdated Salesforce records, fostering cross-functional, lossless collaboration.

say hello to luru workflows

How Teams + Salesforce integration works

1. Jumpstart instantly

Log in to Luru with your Salesforce credentials and connect Teams within seconds.

2. Schedule your alerts & reports

Choose how, when, and to whom you want your alerts sent across Teams channels, groups, or DMs.

3. Set up workflows & messages

Customize workflows based on Salesforce objects and fields. Craft Teams messages with emojis, gifs, and more.

4. Stay on top of your pipeline

Gain a 360-degree view of all deals right from Teams. No more lugging around with the clunky Salesforce UI.

Trusted by efficient revenue teams

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.
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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 :)
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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.
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Nilesh Gupta
Co-founder & Head of Operations, GrowthSpree