The ultimate Salesforce & Microsoft Teams integration
and collaborate on sales from one location
Ditch Salesforce licenses for read-only users
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
Create workspaces in Microsoft Teams 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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
Learn more about Microsoft Teams and Salesforce integration
