Microsoft Teams + Salesflare Integration

Integrate Microsoft Teams to Salesflare in one click, or tell Integrately AI how you want each contact handled. Capture details, create contacts, update accounts, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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2.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare

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Ready Workflows Ready Workflows for Microsoft Teams + Salesflare Integration

Create contacts from chat messages, organise opportunities, update accounts, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesflare + Microsoft Teams Integration

Send Microsoft Teams message for new Salesflare person

Anytime a new person is added to your Salesflare, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Salesflare - Microsoft Teams integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Salesflare + Microsoft Teams Integration

Send Microsoft Teams message for new Salesflare task

With this Salesflare - Microsoft Teams integration, whenever a new task is created in Salesflare, message will be sent via Microsoft Teams. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesflare + Microsoft Teams Integration

Send Microsoft Teams message for new Salesflare opportunity

Whenever a new opportunity is created in your Salesflare, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Teams message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesflare - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Microsoft Teams + Salesflare flow

Sync your core customer data with email marketing, calendar scheduling, file storage, and team communication tools. Pick a combination and activate it in one click.

Microsoft Teams
Salesflare
+
HubspotHubspot (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
H
S
M
Create a Salesflare contact from every HubSpot form submission, and notify your team in Microsoft Teams
New HubSpot form submissions instantly create contacts in Salesflare while notifying your team in Microsoft Teams, eliminating manual data entry.
H
S
M
Update a Salesflare account when a HubSpot deal changes stage, and post the update in Microsoft Teams
Deal stage updates in HubSpot automatically update Salesflare accounts and notify your team in Microsoft Teams.
S
H
M
Create a HubSpot task for every Salesflare task created, and alert your team in Microsoft Teams
New Salesflare tasks generate corresponding HubSpot follow-up tasks and notify your team in Microsoft Teams.
H
S
M
Use Claude to summarise HubSpot form submissions, create a Salesflare contact, and notify Microsoft Teams
Claude analyses HubSpot form submissions before creating a Salesflare contact and posting a summary in Microsoft Teams.

Supported triggers and actions for Microsoft Teams and Salesflare

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
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Person is created in Salesflare
Triggers the automation when a new person is created
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Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
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Account is created in Salesflare
Triggers the automation when a new account is created
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Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
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Task is created in Salesflare
Triggers the automation when a new task is created
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User is created in Salesflare
Triggers the automation when a new user is created
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Update opportunity in Salesflare
Updates the opportunity details as needed
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Create opportunity in Salesflare
Creates a new instance of the support system
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Create contact in Salesflare
Adds a new contact to the database
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Add contact to account in Salesflare
Import and save new contacts to the designated account
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Search contact in Salesflare
Finds and retrieves contact information
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Update contact in Salesflare
Updates contact information with new details
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Search contact by email in Salesflare
Finds and retrieves contact information using their email address
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Search person in Salesflare
Retrieves information about a person
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Search opportunity by name in Salesflare
Searches for a opportunity by its name
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Create account in Salesflare
Generates a new account
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Search account by name in Salesflare
Searches for an account using the name
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Update account in Salesflare
Updates account information
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Create task in Salesflare
Creates a new task
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Search opportunity stages in Salesflare
Searches for opportunity stages
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Search user in Salesflare
Searches for a user
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Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
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What can you automate with Microsoft Teams + Salesflare?

Streamline your sales communication and CRM data management with proven automation workflows.

What you can automate?
🔄
Sync Microsoft Teams messages into Salesflare contacts
Automatically create a new Salesflare contact whenever a chat message is received in Microsoft Teams, keeping your CRM populated without manual copying.
📝
Capture every submitted contact detail accurately
Map all available contact fields from Salesflare into your team communication channels, ensuring complete data visibility across your organization.
🔔
Alert your sales team instantly upon creation
Send real-time channel messages in Microsoft Teams the moment a new opportunity or contact is generated in Salesflare.
🔀
Route records based on submitted criteria
Trigger different notification channels or create specific task assignments depending on the account tier or opportunity stage submitted.
📊
Keep your CRM records continuously updated
Automatically refresh opportunity stages and account details in Salesflare as team collaborations progress in Microsoft Teams.
🔍
Prevent duplicate records with smart search
Search existing contacts by email in Salesflare before creation, updating current records instead of generating unnecessary duplicates.
⏱️
Handle later status changes and deal progression
Automatically update account stages when opportunities close or tasks are completed, maintaining an accurate pipeline history.
🔗
Extend your sales flow to Google Drive or Asana
Connect your core sales pair with supporting apps like Asana or Google Drive to trigger downstream project onboarding effortlessly.
And much more...

Who is Microsoft Teams + Salesflare integration for?

Revenue teams, founders, and account managers rely on this integration to eliminate manual data entry, streamline communication, and keep every contact updated across platforms.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Client success managers
Client success managers
Startup founders
Startup founders
Business development reps
Business development reps
Sales operations specialists
Sales operations specialists
📈
Revenue operations managers
You're compiling pipeline metrics across multiple systems but your CRM reports only update when someone manually exports records, so the contact counts you're tracking against are always a few hours behind — with this integration, every new contact lands in Salesflare instantly and your data stays current.
Sales representatives
You're waiting for inbound inquiries to be logged before you can begin outreach, but manual handoffs cause frustrating delays and prospects lose interest — connecting these apps means every incoming lead triggers instant Microsoft Teams alerts so you can initiate contact immediately.
🤝
Client success managers
You're reporting weekly progress updates to stakeholders based on fragmented chat logs, but scattered records lead to missed milestones and misaligned expectations — this integration means every interaction is logged accurately and your client updates reflect reality.
🚀
Startup founders
You're managing growing sales volume by hand across disparate messaging and CRM platforms, but manual tracking cannot keep pace with incoming inquiries — automating both apps means every chat message creates structured contacts without manual intervention.
🎯
Business development reps
You depend on upstream lead notifications to start your qualification workflow, but missed messages stall your daily pipeline activity — with this integration, every new opportunity record flows directly into your workspace for immediate qualification.
📋
Sales operations specialists
You need a reliable customer history in your CRM but keep finding missing entries caused by manual copy errors between chat apps — automating these workflows means every contact is recorded with 100% accuracy every time.
Our team

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Why choose Integrately to automate Microsoft Teams + Salesflare

Build and manage your Microsoft Teams + Salesflare automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + Salesflare with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Teams to Salesflare?
Frequently Asked Questions
You can connect Microsoft Teams to Salesflare in 1 click using ready templates on Integrately. Choose your preferred automation, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Salesflare contacts from Microsoft Teams chat messages?
Frequently Asked Questions
Can I connect Microsoft Teams, Salesflare, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Teams and Salesflare?
Frequently Asked Questions
How does Microsoft Teams handle chat messages in these automations?
Frequently Asked Questions
Can Salesflare update opportunities automatically in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Teams and Salesflare?
Frequently Asked Questions
Is the Microsoft Teams and Salesflare integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Teams or Salesflare With 1500+ Other Apps

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