Microsoft Teams and Salesforce Integration

Without integration, your business runs into:

Communication Silos: Sales and service teams miss updates when Microsoft Teams and Salesforce don’t talk
Manual Notifications: Users waste time switching between platforms and manually logging updates.
Slower Response Times: Delays in following up on leads or service cases due to a lack of context.
Fragmented Collaboration: Teams can’t access CRM insights during discussions, reducing effectiveness.

eZintegrations™ solves these challenges by connecting Microsoft Teams and Salesforce into a single streamlined workflow

Once a new case is logged into Salesforce, the assigned agent is automatically tagged in Teams with the case summary. Internal experts can also be looped into the channel for fast resolution.
All case-related conversations, updates, and files are consolidated in one Teams channel, reducing back-and-forth across tools. This makes it easy for teams to stay aligned and ensures that nothing falls through the cracks.
Instant notifications and real-time collaboration help agents and experts resolve issues faster. By eliminating manual handoffs and response lag, customer satisfaction improves significantly.

Empower your Teams chats with Salesforce context. eZintegrations™ allows key CRM fields to be displayed in messages so decisions happen faster without switching tabs.
Get a 360° view of deals or customers right inside Teams. View lead details, deal status, account history, and recent activities all in one place. This comprehensive visibility helps teams stay aligned and respond with confidence during every stage of the customer journey.
Access to real-time Salesforce data during discussions allows teams to evaluate options quickly and accurately. No need to pause collaboration or dig through multiple systems, everything needed to decide is right there in the chat.

Microsoft Teams and Salesforce Integration Simplified by eZintegrations™