Integrate Salesforce
with Teams
Data Solutions
Connect Salesforce with Microsoft Teams to enhance communication around customer records and activities. With KingswaySoft’s integration solutions, you can automate the exchange of critical CRM updates with Teams channels to help your organization stay aligned and responsive.
Sample Integration Use Case
Notify Teams When Records Are Updated in Salesforce
Your sales and support teams use Microsoft Teams for daily communication and rely on Salesforce for tracking customer interactions. You want to post automatic updates to Teams channels when specific Salesforce records change to avoid manual follow-ups and improve team awareness.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Keep Teams Aligned with CRM Activities
Push timely updates from Salesforce to Teams to keep everyone on the same page.
Enable Prompt Follow-Ups Across Departments
Ensure that critical changes in customer records reach the right people without delay.
Aligned Data and Improved Workflows
Connect updates and records to boost visibility and internal collaboration.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Notify teams of new leads | Salesforce → Teams | Enable quick action and assignment by sales teams |
| Post-opportunity stage changes | Salesforce → Teams | Keep stakeholders informed of deal progress |
| Alert support of high-priority cases | Salesforce → Teams | Improve response time and collaboration |
| Share account updates with client teams | Salesforce → Teams | Coordinate activities and maintain customer context |
| Send custom record alerts | Salesforce → Teams | Highlight key events across business workflows |
System Compatibility
Integration Tools Built for Each System
Microsoft Teams
Send messages to specific channels or users with formatting and tagging support.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Salesforce Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
SAP
SharePoint
