How do you connect Microsoft Teams and Salesforce?

Default supports Microsoft Teams through each rep's Outlook Calendar connection: with Calendar Default as the event location, meetings booked with a routed rep on Outlook get a Teams link, and a Create Activity node writes each meeting to Salesforce as an Event. Salesforce's own Teams integration lets people mention and pin Salesforce records in Teams.

Can you add Teams links when your main calendar is Google?

Default adds Teams links for reps on Google Calendar once they also connect Outlook Calendar and set Conferencing Setup to Microsoft Teams. Without that setting, Calendar Default gives them a Google Meet link.

More than a Salesforce Microsoft Teams integration

Add a Teams linkto every booked meeting

Default adds a Microsoft Teams link to every meeting it books with the routed rep.

Request a Demo

Display Scheduler adding a Teams link from the rep's Outlook, then a Salesforce Event with the link

Teams on every booking

With Calendar Default as the event location, reps on Outlook get a Teams link on every booking.

Reps on Google Calendar and Outlook, each with Outlook linked and a Teams link ready

Teams links on Google calendars too

Reps whose main calendar is Google get Teams links once they connect Outlook and set Conferencing Setup to Microsoft Teams.

Meeting log with a reassignment, a new Teams link, and an updated invite, then a cancellation

New link on reassignment

When a meeting moves to another rep, Default creates a new video link for the new host.

Salesforce Event for a booked meeting on the lead's record

Logged in Salesforce

Create Activity writes the meeting as a Salesforce Event on the matching Lead or Contact.

Every booked meetinggets a Teams link

Calendar Default as the location creates a Teams link for reps on Outlook. Conferencing Setup set to Microsoft Teams adds a Teams link for reps on Google who have Outlook connected.

Event location set to Calendar Default with a Teams link on the booked invite

Microsoft Teams docs

Teams setup

Teams connects through each rep's Outlook Calendar, so a rep with Outlook connected is already set up.

Events docs

Events

Set the location, hosts, duration, and booking questions once per event.

The link follows the host

Reassigning a meeting creates a new video link for the new host, and canceling removes the calendar event and the call.

Reassigned meeting with a new host and Teams meeting, and a canceled meeting with its calendar event and call removed

Meetings docs

Meetings

Reassign or cancel a meeting from its details, and attendees get the updated invite.

Availability docs

Availability

Each rep picks the primary calendar their booked meetings write to.

Booked from the form,written to Salesforce

Display Scheduler books the meeting with the routed rep, and Create Activity writes it to Salesforce as an Event on the matching Lead or Contact.

Workflow booking a meeting from a form, then writing a Salesforce Event

Scheduler docs

Calendar on the form

The routed rep's calendar opens over your page right after the form.

CRM nodes docs

CRM nodes

Create Activity writes Salesforce Tasks and Events, tied to the record you pick.

FAQ

Questions about the Salesforce Microsoft Teams integration

Default supports Microsoft Teams through each rep's Outlook Calendar connection: with Calendar Default as the event location, meetings booked with a routed rep on Outlook get a Teams link, and a Create Activity node writes each meeting to Salesforce as an Event. Salesforce's own Teams integration lets people mention and pin Salesforce records in Teams.
Default adds Teams links for reps on Google Calendar once they also connect Outlook Calendar and set Conferencing Setup to Microsoft Teams. Without that setting, Calendar Default gives them a Google Meet link.