Bringing Salesforce Sales Cloud into Microsoft Teams: How Centro Helps Sales Teams Work Smarter
If your revenue team lives in Microsoft Teams but runs on Salesforce, you’ve likely felt the friction—too many tabs, too many tools, and not enough visibility. That’s where Centro comes in.
Centro is the integration that brings Salesforce Sales Cloud directly into Microsoft Teams, making it easier for account executives, managers, and sales ops teams to update pipeline, align on deals, and keep CRM data current—all without leaving the tools they already use daily.
Whether you’re tracking progress, preparing for meetings, or responding to deal changes, Centro helps your team stay focused and effective.
Why Centro for Microsoft Teams?
Here are four ways Centro makes Salesforce more accessible, actionable, and collaborative inside Teams:
🔁 Update Salesforce List Views—Directly in Microsoft Teams
Sales reps can now view and edit Salesforce list views without opening a browser tab. They can update opportunity stages, next steps, or close dates inside Microsoft Teams. It’s the simplest way to keep CRM data fresh and your pipeline accurate.
📊 Send Dashboards Where Sales Conversations Happen
Do you want your execs to stay aligned without email reminders or screen shares? Use Salesforce Flow and Centro to automatically send dashboards into Teams channels or chats on a set schedule. Include a “View in Salesforce” button so users can dig in when they need more detail. Perfect for weekly sales meetings or deal reviews.
📝 Log Activities from Any Message in Chats and Channels
When a teammate drops a reminder in chat—“Don’t forget to follow up with Acme!”—Centro turns that message into a Salesforce activity in seconds. It auto-populates the description, links to the right record, assigns it to a teammate and keeps moving. There are no lost tasks and no duplicate work.
🔗 Connect Salesforce Records to Microsoft Teams Conversations with Deal Rooms
Centro’s Live Link component embeds Microsoft Teams threads and channels directly inside Salesforce. It’s everything Chatter should’ve been. From an account or opportunity record, you can see the full context of a Teams chat, react to messages, @mention colleagues, or link new threads. All in one view, all in real-time.
Built for Teams-First Organizations
Slack Sales Elevate is a strong fit for Slack-native companies. But if your org runs on Microsoft Teams, Centro is purpose-built for your workflow.
It’s not just a port of Salesforce into Teams—it’s a more innovative way to manage your book of business, share insights, and drive deal execution where collaboration is already happening.
Want to See It in Action?
Centro is already helping sales teams using Microsoft Teams move faster, stay aligned, and improve Salesforce data quality.
