Connect Salesforce and MS Teams with Rattle
Step up your game with Rattle's seamless Salesforce integration for Microsoft Teams. Energize your revenue operations with instant alerts and live data, ensuring swift, informed decisions that drive business success.
Feature highlights
No-code workflows
One-click approvals
SFDC reports in Teams
The fastest way to integrate SFDC and Teams
Integrating Salesforce with Microsoft Teams is a breeze with Rattle. Log in, click 'Integrate' beside the MS Teams icon, and simply follow the prompts. Your integration is ready in just a few steps!
No-code, bidirectional workflows
Transform your task management from Salesforce to Microsoft Teams with Rattle's no-code workflow builder. Set the conditions and watch Rattle work its magic. Edit Salesforce records directly in Teams, and see your updates sync back to SFDC instantly.
Send SFDC Approvals to MS Teams
Streamline your decision-making with Rattle’s Salesforce CPQ approvals for Microsoft Teams. Turn complex approval processes into straightforward, quick-click actions. Keep your deals moving smoothly within Teams with Rattle’s streamlined workflow.
Reports on demand
Bring your Salesforce reports right into Microsoft Teams with Rattle. Effortlessly share any report from your Salesforce with your team in Teams, where they can explore the specifics within the message itself. Forget about misplacing report links or losing track of dashboards – your path to data-driven decisions is just a click away.
"Rattle has been the most simple product to use and get off the ground. The technology is top-notch and the simplicity behind the UI is amazing."
Three reasons you'll love using Rattle
No coding – ever
Not even the teensiest bit of technical acumen is required to integrate and deploy any of our tools.
No change management
Every tool is built to drop into the way you work now and start improving your results ASAP.
No flying solo
If you’ve got a goal, we’ve probably already got a solution waiting for you in The Playbook.