Opportunity Collaboration

with Microsoft Teams and Salesforce

Connect Salesforce with Microsoft Teams and manage any Salesforce Records right from Microsoft Teams. Automatically create teams or channels from the template when a new opportunity is created

Salesforce with
Microsoft Teams

Learn how does Salesforce and Teams collaboration work

Create your own Template Catalog

Create your own Template Catalog for sales deal room, key account management, etc. Add your template to the Catalog and allow end-users to create dozens of teams.

Connect Salesforce with Microsoft Teams

With SalesTim APIs technology you're able to connect any third-party app, including Salesforce, right to Microsoft Teams environment.

Improve collaboration around any sales deal

Automate all processes with SalesTim templates. Get automatically created teams for Opportunities with all key information, editing for Teams, and more.

Create your Own Templates Catalog

Create your own templates catalog for sales deal room, key account management, etc. Add template to the templates catalog and allow end-users to create dozens of teams

Connect Salesforce with Microsoft Teams

With SalesTim APIs technology you're able to connect any third-party app right to Microsoft Teams environment. Thus, integrate Salesforce with Microsoft teams

Improve Collaboration around any Sales Deal

Automate all processes with SalesTim templates. Automatically created teams for Opportunities with all key information, editing for Teams, and much more

Connect Salesforce

Easily connect Salesforce to your Microsoft Teams environment using SalesTim and improve your sales deal collaboration with Microsoft Teams and Salesforce.

Sync with a team

Get an automatically created team from the Sales Deal Collaboration template each time you create a new Opportunity in Salesforce. Standard and private channels, files and folders, tabs with apps are included.

Sync with a channel

Don’t need to create an entire team for a single deal? With SalesTim for Salesforce, you can automatically create a new channel in the right team! Start conversations, share updates, and track progress in a structured workspace.

Delete or archive teams

Reduce the number of unused teams and delete or archive teams each time when an opportunity is removed from Salesforce

Manage additional properties

Manage naming policies for your teams and channels using additional properties from Salesforce. Moreover, filter team creation depending on Opportunities’ industry, annual revenue, etc.

Sales Deal Room
Teams Templates

What will you get when
a new Opportunity is created?

Standard and private channels

Get a team with copied standard and private channels to collaborate on sales deals. Read more

Pre-built Planner

Improve task management, meet deadlines, and set up tasks with Microsoft Teams Planner Template. Read more

File and folder cloning

Upload your folders and documentation to the Original team. For example, guidelines, templates, codes of practices, and so on. They will appear in every newly created team. Read more

Book SalesTim DEMO

Discover how you can improve collaborative processes with Collaboration templates, Teams governance policies, and integration with 3rd party apps.

Schedule a Demo

Collaboration Template

Teams Governance

Salestim for Salesforce

Integrations

Scenarios

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Last blog post

Microsoft Teams Private vs. Standard Channels

Opportunity Collaboration

with Microsoft Teams and Salesforce