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.

Salesforce + teams

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 Salesforce to teams integrations or use AI to customize your automation.

or pick a common variation below

Notify Microsoft Teams about updated Salesforce leads

Salesforce + teams

Create Microsoft Teams messages for new Salesforce leads

Salesforce + teams

Get Microsoft Teams notifications for new Salesforce opportunities

Salesforce + teams

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 Salesforce + teams.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

teams

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Slack

Team Chat

Discord

Voice Chat

Get Started with DryMerge

Start automating today.

Home Contact Pricing Privacy Policy Terms of Service Limited Use