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.
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.
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.
Craft custom workflows effortlessly with limitless flexibility. Automate your sales processes, eradicating repetitive tasks.
Bid farewell to constant Salesforce logins and navigation. Update records from Teams, receive deal notifications, and save up to 5 hours weekly.
Instantly gauge your team's adoption of a process. Access user-friendly dashboards with information on ‘Alerts sent’, ‘Alerts engaged’, ‘Active Workflows’, and more, directly in your Teams! Train reps on process compliance with data-backed insights.
Update Salesforce seamlessly with just 1-click directly from within your Teams. Achieve peak productivity for optimal results.
Retrieve every detail or record you might need without ever logging into your Salesforce account. Search records based on any field and update them from Teams.
Streamline your meetings with real-time notifications, follow-up reminders, and effortless meeting note logging. Update meeting notes directly from Teams with a single click, eliminating Salesforce-related friction.
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.
Stay informed about your pipeline in real-time with alerts. Notify relevant Teams channels or users to take immediate action and prevent deals from slipping through the cracks.
Bid farewell to confusing Salesforce reports. Receive detailed pipeline reports in your Teams. Customize reports as per your preferences and automate their distribution to individuals or channels.
Prevent deal losses and unite your sales, marketing, and customer success teams with automated channel creation for deals that need a push. Foster collaboration with no information lost, enabling everyone to take quick, educated actions.
Automate sales tasks for consistent customer experiences. Monitor critical Salesforce records and receive notifications via Teams, empowering your team with immediate actions.
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.
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.
Your Salesforce account should do more than just log deal details. And your Teams should be more than just a messaging app.
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!
Enhance productivity by accessing Salesforce details without logging into your account. Automate meetings, upload meeting data, and notes in just one click from Teams.
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.
Log in to Luru with your Salesforce credentials and connect Teams within seconds.
Choose how, when, and to whom you want your alerts sent across Teams channels, groups, or DMs.
Customize workflows based on Salesforce objects and fields. Craft Teams messages with emojis, gifs, and more.
Gain a 360-degree view of all deals right from Teams. No more lugging around with the clunky Salesforce UI.
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