Link Microsoft Teams and Salesforce for Complete Call Capture
Turn every Microsoft Teams conversation into actionable Salesforce data. Automatically log calls, transcribe conversations, and update your Salesforce records in real-time.
Set Up in Minutes, Not Hours
Get your Microsoft Teams and Salesforce integration running quickly with our simple 3-step process
Connect Microsoft Teams
Link your Microsoft Teams account using OAuth 2.0 (Microsoft Identity) to enable call capture from all devices.
Connect Salesforce
Authenticate your Salesforce account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every Microsoft Teams call automatically creates a detailed record in Salesforce with transcripts, recordings, and smart contact matching.
How Microsoft Teams and Salesforce Work Together
Call Connector creates a seamless bridge between Microsoft Teams and Salesforce, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Microsoft Teams, Call Connector immediately gets to work. It looks up the phone number in your Salesforce contacts and creates a Task with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Microsoft Teams? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Available on Enterprise+ Plan
This integration requires the Enterprise plan or higher. Both Microsoft Teams and Salesforce must have active accounts.
Why Microsoft Teams + Salesforce?
The Problem
Sales teams live on the phone, but when Microsoft Teams calls aren't logged to Salesforce, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Microsoft Teams call and creates a Task in Salesforce with complete details: participants, duration, timestamp, and direction. When you record calls in Microsoft Teams, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically.
The Result
Sales reps stay focused on selling while every Microsoft Teams conversation automatically updates Salesforce. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Microsoft Teams communication, automatically organized in Salesforce
Every Microsoft Teams meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
Every call logged as a Task record related to contact and/or opportunity
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in Task description
Recording links included for instant playback
SMS messages logged as Task records
Faxes logged as Task records with file uploaded as contact attachment
See It In Action
Real examples of Microsoft Teams and Salesforce working together with Call Connector
Salesforce: Calls appear as Task records related to contacts and opportunities
Salesforce: SMS messages are also logged as Task records for complete communication history
Salesforce: Faxes are logged as Task records with file upload details
Salesforce: Fax files appear as attachments on the contact's details page
Microsoft Teams: AI-powered transcripts identify speakers and capture full conversation
Microsoft Teams: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Microsoft Teams with Salesforce
Connect to Salesforce from other communication platforms
Receive call logs from Microsoft Teams in other systems
