Microsoft Teams to Salesforce integration with tl;dv

Coupling Microsoft Teams’ dialogue dynamics with Salesforce’s analytics ensures that CRM isn’t just data-driven but conversation-driven too. Teams’ insights now directly influence Salesforce strategies.

Update Salesforce contacts with AI meeting notes and recording files

Real conversations bring real CRM insights. Our AI captures every client nuance from Teams and reflects it within Salesforce, making it your hub for holistic client understanding.

Setting up your integrations is easy

On the tl;dv side menu, click on the integrations tab

Select from our featured templates or create your own custom workflows.

Off you go! Sit back and relax, your data will flow seamlessly between apps.

Get started with tl;dv

Record, transcribe, clip and share with Google Meet, Zoom and Microsoft Teams