Message Actions Made Easy In Microsoft Teams

Making Conversations Actionable

That hot Lead you just scored, a new Opportunity at a customer who wants to buy more, or a white hot customer issue that needs attention from your team should be easy to create and collaborate with in Microsoft Teams.

Today we’re doing something about it, and we’re excited to announce the release of Message Actions for Microsoft Teams. You can now create records directly from Microsoft Teams across a number of contexts so you can get more work done in concert with your team where they already spend their day.

It only takes a few seconds before app overload takes a toll on productivity.

“Where was I? How did I end up browsing ugly sweaters on Amazon? Why did I log in to Salesforce?” It only takes a few seconds before app overload takes a toll on productivity.

It’s as simple as that.

Message Actions To The Rescue

Message actions are available on any Woobot Smart Card in Teams, and will include easy create functions for the following records:

  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Cases
  • Tasks

Message Actions are available from any card

But Wait … There’s More!

What if you’re not on a Smart Card, maybe you’re looking for a Message Extension?

Boom … we support that too!

Message Extensions make it easy to Search and Create records

The Command Bar is also a fine place to party with your data – especially when you’re looking for a quick spot to create records to share with your team!

Creating via the Command Bar is also available if that’s more your thing

Bringing It All Together

Enabling your users to create important Salesforce records natively in Microsoft Teams will take your workflow well beyond simply connecting conversations to allowing your teams to create and share the important data required to drive decision making.

By using Woobot, updating Salesforce becomes a natural outcome of enabling the conversations already happening. Plus, you’ll also be supercharging your team’s ability to stay in sync and on top of your business.

And that’s what it’s all about – making it easy for your teams to make decisions and avoid problems – before they happen – while driving productivity!

What’s Next?

It’s pretty simple.

We want to make working with enterprise data as easy as chatting in Microsoft Teams, because it just makes sense.

Now it’s your turn to experience the magic!

Can we help you unlock this potential in your organization by integrating Salesforce and Microsoft Teams? Drop us a line to start your free trial today and let’s do this.

Brandon Oelling

Hey there! I'm Brandon Oelling, co-founder and CEO of Our remote teams were awash in a sea of source systems, logins, and web forms to do simple things like responding to important changes in our business and collaborating with one another. We envisioned a world where our enterprise data lived in perfect harmony within our collaboration platforms. Turns out we weren't alone, so we built to fix that.