The ultimate Salesforce & Microsoft Teams integration

nBold allows you to seamlessly connect Salesforce and Microsoft Teams
and collaborate on sales from one location

Stramline Collaboration across Microsoft Teams And Salesforce

Smooth collaboration

Get ready-to-go teams with sales playbooks, tasks, documentation and other content for any deal/account in Salesforce.

Cost saving

Save on Salesforce licenses for read-only users. Reduce storage expenses by keeping your CRM data in Microsoft Teams.

Full automation

Automatically create teams, channels and conversations in Microsoft Teams from key events happening in Salesforce.

Meet seamless Salesforce & Teams integration

Get a workspace in Microsoft Teams per Opportunity or Account from Salesforce

When a new important record is created in Salesforce, get a new team in Microsoft Teams in a few seconds. Automatically.

You decide when and what to create: teams from your own  Template, channels in a parent team, or channel conversations with adaptive cards.

Create team from Salesforce in Microsoft Teams
Microsoft Teams and Salesforce integration - all you need to collaborate on sales in one location

Get everything you need in one location

Your sales teams can have all the necessary content for closing a sale in one centralized location.

This includes a pre-defined channel structure, a document library, file templates, and a task board. Make collaboration on prospects, new customers, and key accounts easy.

Automate Teams notifications about Salesforce updates

Automate notifications in Teams based on changes made in Salesforce.

Monitor progress, keep everyone on the same page, and celebrate closed deals.

Every member of the team will receive updates on key events such as changes in the record stage, close date, amount, creation of new tasks, and more.

Salesforce notifications in Micsorosft Teams
Add Salesforce records' owners to Microsoft Teams

Bring Salesforce users to Microsoft Teams

Bring all team members working on a deal together in Microsoft Teams.

Automatically include record owners, opportunity team members, and account team members in Salesforce as members or owners of the relevant team within Teams.

Keep your Teams workspace squeaky clean

You can automatically archive, rename, delete your teams when a respective record in Salesforce is closed.

Keep your workspace clean and structured with automation that fits your unique business and IT requirements.

archive a team in Microsoft Teams when a Salesforce record is closed

Take a tour

Take a tour of nBold and see first hand how to create pre-built teams from Salesforce records.

Microsoft Teams & Salesforce
Native integration vs nBold CRM

nBold CRM allows you to structure the whole sales management cycle from creating a workspace to deleting it once a sale is closed. It helps companies automate manual processes, provide their teams with sales frameworks and collaborate on sales in a workspace.

Native integration

Automatic team/channel creation for Salesforce  records

Guidelines for sales teams

Automatic Teams notifications about Salesforce updates

Team/channel lifecycle management

Manual mention of Salesforce records in Teams

Manual creation of tabs with Salesforce records

CRM

Automatic team/channel creation for Salesforce  records

Guidelines for sales teams

Automatic Teams notifications about Salesforce updates

Team/channel lifecycle management

Adaptive cards with Salesforce record data in Teams

Automatic creation of tabs with Salesforce records 

Ready-to-go Microsoft Teams & Salesforce solutions

Collaborate on sales deals

Collaborate on every important deal in a pre-built team. It will appear automatically once a new Opportunity record is created in Salesforce.

Sales guidelines, pre-built tasks, record details, automatic notifications – everything needed to close a deal is added in a few clicks.

Salesforce and Microsoft Teams integration
Account Salesforce Record in Teams

Empower account teams

Build trustful relationships with your key accounts at scale. Get teams for every significant Salesforce account and channels per each new related deal automatically.

Each team will include files, guidelines, playbooks, and tasks – everything needed for your account team.

Manage cases fast and easy

Automatically get a team for every new case opened in Salesforce and collaborate on support issues in one place.

Aligned team members, history storage, notifications from your CRM, and much more. Automatically.

Case Management with Salesforce and Teams

Meet seamless Salesforce & Teams integration

Create workspaces in Microsoft Teams from Salesforce

When a new important record is created in Salesforce, get an automatically created workspace in Microsoft Teams in a few seconds.

You decide when and what to create: teams from your own  Template, channels in a parent team, or conversations with adaptive cards.

Customize Microsoft Teams and Salesforce integration solution

Get everything you need in one location

Your sales teams can have all the necessary content for closing a sale in one centralized location.

This includes a pre-defined channel structure, library of sales documents, file templates, and a task board to facilitate efficient collaboration on prospects, new customers, and key accounts.

Microsoft Teams and Salesforce integration - all you need to collaborate on sales in one location

Automate Teams notifications about Salesforce updates

Automate the sending of notifications in Teams based on changes made in Salesforce.

Monitor progress, keep everyone on the same page, and celebrate closed deals.

Every member of the team will receive updates on key events such as changes in the record stage, close date, amount, creation of new tasks, and more.

Salesforce notifications in Micsorosft Teams

Bring Salesforce users to Microsoft Teams

Bring all team members working on a deal together in Microsoft Teams.

Automatically include record owners, opportunity team members, and account team members in Salesforce as members or owners of the relevant team within Teams.

Add Salesforce records' owners to Microsoft Teams

Keep your Teams workspace squeaky clean

You can automatically archive, rename, delete your teams when a respective record in Salesforce is closed.

Keep your workspace clean and structured with automation that fits your unique business and IT requirements.

archive a team in Microsoft Teams when a Salesforce record is closed

Ready-to-go Microsoft Teams & Salesforce solutions

Collaborate on sales deals

Collaborate on every important deal in a pre-built team once a new Opportunity record is created in Salesforce.

Sales guidelines, pre-built tasks, record details, automatic notifications – everything needed to close a deal is added in a few clicks.

Salesforce and Microsoft Teams integration

Empower account teams

Build trustful relationships with your key accounts at scale. Get teams for every significant Salesforce account and channels per each new related deal automatically.

Each team will include files, guidelines, playbooks, and tasks – everything needed for your account team.

Account Salesforce Record in Teams

Manage cases fast and easy

Automatically get a team for every new case opened in Salesforce and collaborate on support issues in one place.

Aligned team members, history storage, notifications from your CRM, and much more. Automatically.

Case Management with Salesforce and Teams

Learn more about Microsoft Teams and Salesforce integration

Learn more about Microsoft Teams and Salesforce integration