Integrate Salesforce with Microsoft Teams to Manage Leads and Opportunities
Monitor your Salesforce activity, send Microsoft Teams messages and convert them into tasks for your team. Proactively manage your Salesforce leads, opportunities, tasks and more.
Get Started with Pre-built Salesforce <> Microsoft Teams Workflows
Get notify of object/field updates in Salesforce through chat or channel messages on Microsoft Teams.
Alert about new deal assignments in Salesforce through chat or channel messages on Microsoft Teams.
Deliver notifications of new customers in Salesforce via chat or channel messages on Microsoft Teams.
Get alerted of upcoming renewals in Salesforce via chat or channel messages on Microsoft Teams.
Notify about new objects created in Salesforce via chat or channel messages on Microsoft Teams.
Get notify of new activities in Salesforce through chat or channel messages on Microsoft Teams.
Setup Salesforce <> Microsoft Teams workflows via Automation and Alert Templates
Monitor Salesforce leads, opportunities, tasks etc activity on Microsoft Teams ensure required actions are taken
30+ templates for popular Salesforce <> Microsoft Teams use cases
No code templates to create Microsoft Teams alert based on Salesforce activity
Get started without engineering dependency
SQL Query for complex use cases
Customize any business logic however you wish
Convert Microsoft Teams alerts to tasks and collaborate on it through Locale
Auto-escalate and resolve issues proactively from any tool
Solve high-priority issues quickly and easily
Add custom status of tasks on Locale
Mark tasks as 'pending', 'reviewed', 'in progress' etc
Supercharge your workflows with custom actions and multiplayer assignment
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Playbooks and multiplayer task assignment
Track actions by different team members
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert Notifications to Tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action Buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 Levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing