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Microsoft Teams shared plan sync with Salesforce

  • 15 October 2021
  • 3 replies
  • 15 views

Hello everyone,

I'm trying to sync my salesforce to a Shared Plan on Teams to create tasks automatically on the To Do from Salesforce for a group of people.

The problem is that on Zapier, I can only generate these tasks on my personal To Do and not on the Shared Plan.

Has anyone encountered this problem and have any tips for generating tasks on a Shared Plan? 

Thank you in advance,

Marion 

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Best answer by AndrewJDavison_Luhhu 15 October 2021, 19:23

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Userlevel 7
Badge +10

@ventechvc I don’t think it’s possible with Zapier’s integration.

I'm going to flag this post for the Zapier Community Team, so your vote can be added to a feature request.

Userlevel 4
Badge +6

Hi there, @ventechvc! Great question and appreciate you reaching out. 

As @AndrewJDavison_Luhhu mentioned while this isn’t supported at this time, feel free to reach out to our support team with this feature request! They’ll be happy to create this for you and get your vote added. Once that’s done it’ll allow our team to flag and track this as point of interest. 🙂I hope that helps!

Hi,

Thank you for your answers!

Marion

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