How can I filter for records without follow-ups based on their value?

DryMerge allows you to filter records based on their value. Specify the value criteria you're concerned with, and DryMerge will handle the rest.

Can I customize the timeframe for the follow-up alerts?

Yes, you can specify the timeframe after which an alert should be sent. Describe your timing criteria, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is used by sales and customer success teams to ensure they follow up with leads and customers within an optimal timeframe to maximize engagement and satisfaction.

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Microsoft Teams + Salesforce

Alert Microsoft Teams about Salesforce records without follow-ups

Send alerts to Microsoft Teams for Salesforce records that haven't had a follow-up within a specified timeframe, ensuring no lead or customer falls through the cracks.

Overdue Follow-Ups

Triggers when Salesforce records lack follow-ups.

Send Teams Alert

Posts a message on Microsoft Teams.

See more Microsoft Teams to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Notify Microsoft Teams about updated Salesforce leads

Microsoft Teams + Salesforce

Create Microsoft Teams messages for new Salesforce leads

Microsoft Teams + Salesforce

Get Microsoft Teams notifications for new Salesforce opportunities

Microsoft Teams + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Alert Microsoft Teams about Salesforce records without follow-ups"

Alert Microsoft Teams about Salesforce records without follow-ups

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Teams + Salesforce.

Create Teams Channel

Creates a new channel in Microsoft Teams

Create Teams Channel Post

Creates a new post in a Microsoft Teams channel

Send Teams Chat Message

Sends a chat message to a Microsoft Teams chat

List Teams Chats

Lists all chats in Microsoft Teams

List Teams Channels

Lists all channels in Microsoft Teams

New Microsoft Teams Channel

Triggers when a new channel is created in Microsoft Teams

New Microsoft Teams Channel Post

Triggers when a new post is created in a Microsoft Teams channel

New Microsoft Teams Chat

Triggers when a new chat is created in Microsoft Teams

New Microsoft Teams Chat Message

Triggers when a new message is posted in a Microsoft Teams channel

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

App details

Microsoft Teams

Microsoft Teams is a unified communication and collaboration platform that combines chat, video meetings, file storage, and application integration. Streamline teamwork and automate workflows based on messages and events.