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.
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.
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.